LHM Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

LHM 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	$11.5M	Sell	437,693 -16,800	-4%	-$448K	4.52%	2
2025 Q4	$12.1M	Sell	454,493 -150,696	-25%	-$4.04M	4.51%	2
2025 Q3	$16.2M	Buy	605,189 +5,000	+0.8%	+$133K	5.37%	3
2025 Q2	$15.9M	Buy	600,189 +487,688	+433%	+$12.7M	5.28%	3
2025 Q1	$2.96M	Hold	112,501	–	–	0.98%	19
2024 Q4	$2.93M	Buy	112,501 +75,000	+200%	+$1.96M	0.93%	19
2024 Q3	$999K	Buy	+37,501	New	+$982K	0.31%	19

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

LHM Inc's PYLD Position: Q1 2026 in Review

LHM Inc reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.7% in Q1 2026, selling an estimated $448K and leaving 437,693 shares worth $11.5M. The position accounts for 4.52% of the portfolio, ranked #2.

LHM Inc first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.2M in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

LHM Inc held 437,693 shares of PIMCO Multi Sector Bond Active ETF worth $11.5M as of Q1 2026.
LHM Inc sold 16,800 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $448K.
PIMCO Multi Sector Bond Active ETF made up 4.52% of LHM Inc's portfolio in Q1 2026, its #2 holding.
LHM Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
LHM Inc's PIMCO Multi Sector Bond Active ETF position peaked at $16.2M in Q3 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on LHM Inc's 13F filing for Q1 2026, filed 14 May 2026.