Investment Advisory Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Investment Advisory Group’s Portfolio PYLD Stock Details PYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	43,994 +4,380	+11%	+$116K	0.25%	74
2026 Q1	$1.04M	Buy	39,614 +4,851	+14%	+$129K	0.26%	76
2025 Q4	$927K	Buy	34,763 +8,767	+34%	+$235K	0.24%	80
2025 Q3	$698K	Buy	25,996 +5,131	+25%	+$136K	0.19%	89
2025 Q2	$554K	Buy	20,865 +3,605	+21%	+$94K	0.17%	97
2025 Q1	$455K	Buy	17,260 +1,962	+13%	+$51.4K	0.15%	103
2024 Q4	$397K	Buy	+15,298	New	+$400K	0.13%	106

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Investment Advisory Group's PYLD Position: Q2 2026 in Review

Investment Advisory Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 43,994 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #74.

Investment Advisory Group first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Investment Advisory Group held 43,994 shares of PIMCO Multi Sector Bond Active ETF worth $1.17M as of Q2 2026.
Investment Advisory Group bought 4,380 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $116K.
PIMCO Multi Sector Bond Active ETF made up 0.25% of Investment Advisory Group's portfolio in Q2 2026, its #74 holding.
Investment Advisory Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.