Lionsbridge Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Lionsbridge Wealth Management’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	$1.02M	Sell	38,368 -1,727	-4%	-$45.6K	1%	34
2026 Q1	$1.05M	Buy	40,095 +842	+2%	+$22.4K	1.06%	34
2025 Q4	$1.05M	Sell	39,253 -8,370	-18%	-$224K	1.06%	38
2025 Q3	$1.28M	Buy	47,623 +8,972	+23%	+$238K	1.26%	34
2025 Q2	$1.03M	Buy	38,651 +1,210	+3%	+$31.6K	1.02%	38
2025 Q1	$987K	Sell	37,441 -4,335	-10%	-$113K	0.88%	36
2024 Q4	$1.08M	Sell	41,776 -666	-2%	-$17.4K	0.91%	39
2024 Q3	$1.13M	Buy	+42,442	New	+$1.11M	0.89%	39

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

Lionsbridge Wealth Management's PYLD Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.3% in Q2 2026, selling an estimated $45.6K and leaving 38,368 shares worth $1.02M. The position accounts for 1% of the portfolio, ranked #34.

Lionsbridge Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Lionsbridge Wealth Management held 38,368 shares of PIMCO Multi Sector Bond Active ETF worth $1.02M as of Q2 2026.
Lionsbridge Wealth Management sold 1,727 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $45.6K.
PIMCO Multi Sector Bond Active ETF made up 1% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #34 holding.
Lionsbridge Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Lionsbridge Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.28M in Q3 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.