Investment Partners Asset Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Investment Partners Asset Management’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 Q3	$4.07M	Buy	160,302 +4,245	+3%	+$111K	2.19%	7
2026 Q2	$4.14M	Buy	156,057 +2,631	+2%	+$69.5K	2.3%	7
2026 Q1	$4.02M	Buy	153,426 +18,961	+14%	+$505K	2.48%	7
2025 Q4	$3.59M	Buy	134,465 +29,046	+28%	+$778K	2.23%	8
2025 Q3	$2.83M	Buy	105,419 +7,055	+7%	+$187K	1.86%	9
2025 Q2	$2.61M	Buy	98,364 +20,424	+26%	+$533K	1.82%	10
2025 Q1	$2.05M	Buy	77,940 +15,489	+25%	+$405K	1.61%	13
2024 Q4	$1.62M	Buy	+62,451	New	+$1.63M	1.27%	20

Other funds holding PYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

WCG

Wall Capital Group Phoenix, Arizona $121M AUM 9.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Investment Partners Asset Management's PYLD Position: Q3 2026 in Review

Investment Partners Asset Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.7% in Q3 2026, buying an estimated $111K and bringing the position to 160,302 shares worth $4.07M. The position accounts for 2.19% of the portfolio, ranked #7.

Investment Partners Asset Management first reported a position in PYLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q2 2026. 139 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Investment Partners Asset Management held 160,302 shares of PIMCO Multi Sector Bond Active ETF worth $4.07M as of Q3 2026.
Investment Partners Asset Management bought 4,245 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $111K.
PIMCO Multi Sector Bond Active ETF made up 2.19% of Investment Partners Asset Management's portfolio in Q3 2026, its #7 holding.
Investment Partners Asset Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
Investment Partners Asset Management's PIMCO Multi Sector Bond Active ETF position peaked at $4.14M in Q2 2026.
139 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.