LifeGoal Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

LifeGoal Wealth Advisors’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	$7.1M	Buy	267,867 +2,975	+1%	+$78.6K	3.25%	7
2026 Q1	$6.93M	Buy	264,892 +37,226	+16%	+$992K	3.97%	7
2025 Q4	$6.11M	Buy	227,666 +75,170	+49%	+$2.01M	4.07%	8
2025 Q3	$4.09M	Buy	152,496 +17,895	+13%	+$475K	3.4%	8
2025 Q2	$3.57M	Buy	134,601 +33,662	+33%	+$878K	3.39%	9
2025 Q1	$2.66M	Buy	100,939 +62,372	+162%	+$1.63M	2.87%	10
2024 Q4	$1,000K	Buy	+38,567	New	+$1.01M	1.08%	26

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

LifeGoal Wealth Advisors's PYLD Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.1% in Q2 2026, buying an estimated $78.6K and bringing the position to 267,867 shares worth $7.1M. The position accounts for 3.25% of the portfolio, ranked #7.

LifeGoal Wealth Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

LifeGoal Wealth Advisors held 267,867 shares of PIMCO Multi Sector Bond Active ETF worth $7.1M as of Q2 2026.
LifeGoal Wealth Advisors bought 2,975 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $78.6K.
PIMCO Multi Sector Bond Active ETF made up 3.25% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #7 holding.
LifeGoal Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.