Lloyd Advisory Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Lloyd Advisory Services’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	$721K	Buy	27,169 +26,343	+3,189%	+$696K	0.28%	49
2026 Q1	$21.6K	Sell	826 -26,283	-97%	-$701K	0.01%	379
2025 Q4	$723K	Buy	27,109 +7,570	+39%	+$203K	0.28%	48
2025 Q3	$524K	Sell	19,539 -4,057	-17%	-$108K	0.25%	45
2025 Q2	$626K	Buy	23,596 +612	+3%	+$16K	0.3%	48
2025 Q1	$606K	Buy	22,984 +2,747	+14%	+$71.9K	0.3%	47
2024 Q4	$525K	Sell	20,237 -568	-3%	-$14.9K	0.25%	50
2024 Q3	$554K	Buy	20,805 +793	+4%	+$20.8K	0.27%	50
2024 Q2	$513K	Buy	+20,012	New	+$510K	0.24%	51

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

Lloyd Advisory Services's PYLD Position: Q2 2026 in Review

Lloyd Advisory Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3,189% in Q2 2026, buying an estimated $696K and bringing the position to 27,169 shares worth $721K. The position accounts for 0.28% of the portfolio, ranked #49.

Lloyd Advisory Services first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $723K in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Lloyd Advisory Services held 27,169 shares of PIMCO Multi Sector Bond Active ETF worth $721K as of Q2 2026.
Lloyd Advisory Services bought 26,343 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $696K.
PIMCO Multi Sector Bond Active ETF made up 0.28% of Lloyd Advisory Services's portfolio in Q2 2026, its #49 holding.
Lloyd Advisory Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
Lloyd Advisory Services's PIMCO Multi Sector Bond Active ETF position peaked at $723K in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.