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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Investment Partners Asset Management's PYLD Position: Q2 2026 in Review

Investment Partners Asset Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.7% in Q2 2026, buying an estimated $69.5K and bringing the position to 156,057 shares worth $4.14M. The position accounts for 2.3% of the portfolio, ranked #7.

Investment Partners Asset Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Investment Partners Asset Management held 156,057 shares of PIMCO Multi Sector Bond Active ETF worth $4.14M as of Q2 2026.
  • Investment Partners Asset Management bought 2,631 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $69.5K.
  • PIMCO Multi Sector Bond Active ETF made up 2.3% of Investment Partners Asset Management's portfolio in Q2 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 7 quarters since.
  • 458 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.