Kelman-Lazarov Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Kelman-Lazarov Inc’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	$13.1M	Sell	498,134 -5,766	-1%	-$154K	1.87%	19
2025 Q4	$13.4M	Buy	503,900 +8,865	+2%	+$238K	1.92%	19
2025 Q3	$13.3M	Buy	495,035 +24,213	+5%	+$643K	1.97%	17
2025 Q2	$12.5M	Sell	470,822 -44,663	-9%	-$1.17M	2.02%	18
2025 Q1	$13.6M	Sell	515,485 -322,332	-38%	-$8.44M	2.47%	16
2024 Q4	$21.7M	Buy	837,817 +30,009	+4%	+$785K	3.91%	8
2024 Q3	$21.5M	Buy	807,808 +23,721	+3%	+$621K	3.7%	9
2024 Q2	$20.1M	Buy	784,087 +129,074	+20%	+$3.29M	3.75%	9
2024 Q1	$16.9M	Buy	655,013 +614,426	+1,514%	+$15.7M	3.3%	8
2023 Q4	$1.04M	Buy	+40,587	New	+$1M	0.23%	49

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kelman-Lazarov Inc's PYLD Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.1% in Q1 2026, selling an estimated $154K and leaving 498,134 shares worth $13.1M. The position accounts for 1.87% of the portfolio, ranked #19.

Kelman-Lazarov Inc first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.7M in Q4 2024. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Kelman-Lazarov Inc held 498,134 shares of PIMCO Multi Sector Bond Active ETF worth $13.1M as of Q1 2026.
Kelman-Lazarov Inc sold 5,766 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $154K.
PIMCO Multi Sector Bond Active ETF made up 1.87% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #19 holding.
Kelman-Lazarov Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
Kelman-Lazarov Inc's PIMCO Multi Sector Bond Active ETF position peaked at $21.7M in Q4 2024.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.