IronOak Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

IronOak Wealth’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
2025 Q2	$2.28M	Buy	+85,888	New	+$2.24M	2.22%	13

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

IronOak Wealth's PYLD Position: Q2 2025 in Review

IronOak Wealth opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2025: 85,888 shares worth $2.28M. The stake represents 2.22% of the portfolio and ranks #13 among its holdings.

421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

IronOak Wealth held 85,888 shares of PIMCO Multi Sector Bond Active ETF worth $2.28M as of Q2 2025.
PIMCO Multi Sector Bond Active ETF was a new IronOak Wealth position in Q2 2025.
PIMCO Multi Sector Bond Active ETF made up 2.22% of IronOak Wealth's portfolio in Q2 2025, its #13 holding.
421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.