Johnson & White Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Johnson & White Wealth 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	$12.3M	Buy	463,895 +48,324	+12%	+$1.28M	4.6%	4
2026 Q1	$10.9M	Buy	415,571 +71,376	+21%	+$1.9M	4.61%	5
2025 Q4	$9.18M	Buy	344,195 +90,171	+35%	+$2.42M	4%	5
2025 Q3	$6.82M	Buy	254,024 +38,836	+18%	+$1.03M	3.12%	10
2025 Q2	$5.71M	Buy	215,188 +112,511	+110%	+$2.93M	2.88%	10
2025 Q1	$2.71M	Buy	+102,677	New	+$2.69M	1.52%	20

Other funds holding PYLD

SFA

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Johnson & White Wealth Management's PYLD Position: Q2 2026 in Review

Johnson & White Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q2 2026, buying an estimated $1.28M and bringing the position to 463,895 shares worth $12.3M. The position accounts for 4.6% of the portfolio, ranked #4.

Johnson & White Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Johnson & White Wealth Management held 463,895 shares of PIMCO Multi Sector Bond Active ETF worth $12.3M as of Q2 2026.
Johnson & White Wealth Management bought 48,324 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.28M.
PIMCO Multi Sector Bond Active ETF made up 4.6% of Johnson & White Wealth Management's portfolio in Q2 2026, its #4 holding.
Johnson & White Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.