JF
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JSF Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

JSF Financial’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
Q1 		– Sell
-10,698
Closed -$285K – 133
2025
Q4 		$285K Sell
10,698
-1,304
-11% -$34.9K 0.06% 108
2025
Q3 		$322K Sell
12,002
-11,644
-49% -$309K 0.07% 97
2025
Q2 		$628K Sell
23,646
-7,583
-24% -$198K 0.15% 80
2025
Q1 		$823K Sell
31,229
-1,052,942
-97% -$27.6M 0.22% 70
2024
Q4 		$28.1M Buy
+1,084,171
New +$28.4M 7.51% 2

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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 $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSF Financial's PYLD Position: Q1 2026 in Review

JSF Financial sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 10,698 shares — an estimated $285K sold.

JSF Financial first reported a position in PYLD in Q4 2024 and held it in 5 quarters. The position peaked at $28.1M in Q4 2024. 647 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • JSF Financial reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 10,698 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $285K.
  • JSF Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 5 quarters.
  • JSF Financial's PIMCO Multi Sector Bond Active ETF position peaked at $28.1M in Q4 2024.
  • 647 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.