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J.W. Coons Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

J.W. Coons Advisors’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 		$2.04M Buy
76,975
+4,705
+7% +$123K 0.46% 57
2025
Q1 		$1.9M Buy
72,270
+13,890
+24% +$364K 0.5% 56
2024
Q4 		$1.51M Buy
58,380
+38,580
+195% +$1.01M 0.39% 63
2024
Q3 		$528K Buy
+19,800
New +$519K 0.13% 145

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
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

J.W. Coons Advisors's PYLD Position: Q2 2025 in Review

J.W. Coons Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.5% in Q2 2025, buying an estimated $123K and bringing the position to 76,975 shares worth $2.04M. The position accounts for 0.46% of the portfolio, ranked #57.

J.W. Coons Advisors first reported a position in PYLD in Q3 2024 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • J.W. Coons Advisors held 76,975 shares of PIMCO Multi Sector Bond Active ETF worth $2.04M as of Q2 2025.
  • J.W. Coons Advisors bought 4,705 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $123K.
  • PIMCO Multi Sector Bond Active ETF made up 0.46% of J.W. Coons Advisors's portfolio in Q2 2025, its #57 holding.
  • J.W. Coons Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 4 quarters since.
  • 421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.