LGWM
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Litman Gregory Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Litman Gregory 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
2025
Q4 		$520K Buy
19,498
+9,253
+90% +$248K 0.04% 96
2025
Q3 		$275K Hold
10,245
– – 0.02% 129
2025
Q2 		$272K Buy
+10,245
New +$267K 0.02% 121

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Litman Gregory Wealth Management's PYLD Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 90% in Q4 2025, buying an estimated $248K and bringing the position to 19,498 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #96.

Litman Gregory Wealth Management first reported a position in PYLD in Q2 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • Litman Gregory Wealth Management held 19,498 shares of PIMCO Multi Sector Bond Active ETF worth $520K as of Q4 2025.
  • Litman Gregory Wealth Management bought 9,253 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $248K.
  • PIMCO Multi Sector Bond Active ETF made up 0.04% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #96 holding.
  • Litman Gregory Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.