KMG Fiduciary Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-116,089	Closed	-$3.04M	–	255
2026 Q1	$3.04M	Buy	116,089 +98,995	+579%	+$2.64M	0.23%	106
2025 Q4	$456K	Buy	17,094 +326	+2%	+$8.73K	0.03%	201
2025 Q3	$450K	Buy	16,768 +1,953	+13%	+$51.9K	0.03%	239
2025 Q2	$393K	Buy	14,815 +6,045	+69%	+$158K	0.03%	240
2025 Q1	$231K	Buy	+8,770	New	+$230K	0.02%	269

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

KMG Fiduciary Partners's PYLD Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 116,089 shares — an estimated $3.04M sold.

KMG Fiduciary Partners first reported a position in PYLD in Q1 2025 and held it in 5 quarters. The position peaked at $3.04M in Q1 2026. 118 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

KMG Fiduciary Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 116,089 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $3.04M.
KMG Fiduciary Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and held it in 5 quarters.
KMG Fiduciary Partners's PIMCO Multi Sector Bond Active ETF position peaked at $3.04M in Q1 2026.
118 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.