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 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 $1.37T 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

L.J. Altfest & Co's PYLD Position: Q1 2026 in Review

L.J. Altfest & Co increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.8% in Q1 2026, buying an estimated $32.9K and bringing the position to 69,680 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #89.

L.J. Altfest & Co first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

L.J. Altfest & Co held 69,680 shares of PIMCO Multi Sector Bond Active ETF worth $1.83M as of Q1 2026.
L.J. Altfest & Co bought 1,233 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $32.9K.
PIMCO Multi Sector Bond Active ETF made up 0.2% of L.J. Altfest & Co's portfolio in Q1 2026, its #89 holding.
L.J. Altfest & Co first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's PIMCO Multi Sector Bond Active ETF position peaked at $1.83M in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.