L.J. Altfest & Co’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

L.J. Altfest & Co’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	$2M	Buy	75,368 +5,688	+8%	+$150K	0.19%	85
2026 Q1	$1.83M	Buy	69,680 +1,233	+2%	+$32.9K	0.2%	89
2025 Q4	$1.83M	Buy	68,447 +579	+0.9%	+$15.5K	0.2%	86
2025 Q3	$1.82M	Buy	67,868 +2,394	+4%	+$63.6K	0.2%	81
2025 Q2	$1.74M	Buy	65,474 +73	+0.1%	+$1.9K	0.2%	84
2025 Q1	$1.72M	Sell	65,401 -3,379	-5%	-$88.4K	0.22%	81
2024 Q4	$1.78M	Buy	68,780 +14,665	+27%	+$384K	0.23%	78
2024 Q3	$1.44M	Buy	54,115 +37,532	+226%	+$983K	0.19%	88
2024 Q2	$425K	Buy	+16,583	New	+$423K	0.06%	216

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

L.J. Altfest & Co's PYLD Position: Q2 2026 in Review

L.J. Altfest & Co increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.2% in Q2 2026, buying an estimated $150K and bringing the position to 75,368 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #85.

L.J. Altfest & Co first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

L.J. Altfest & Co held 75,368 shares of PIMCO Multi Sector Bond Active ETF worth $2M as of Q2 2026.
L.J. Altfest & Co bought 5,688 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $150K.
PIMCO Multi Sector Bond Active ETF made up 0.19% of L.J. Altfest & Co's portfolio in Q2 2026, its #85 holding.
L.J. Altfest & Co first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.