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

Lodestone 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	$1.17M	Sell	44,077 -9,386	-18%	-$248K	0.41%	68
2026 Q1	$1.4M	Buy	53,463 +4,816	+10%	+$128K	0.56%	58
2025 Q4	$1.3M	Buy	48,647 +35,534	+271%	+$952K	0.53%	55
2025 Q3	$352K	Sell	13,113 -8	-0.1%	-$213	0.16%	128
2025 Q2	$348K	Sell	13,121 -56	-0.4%	-$1.46K	0.17%	119
2025 Q1	$347K	Buy	13,177 +1,077	+9%	+$28.2K	0.18%	110
2024 Q4	$314K	Buy	12,100 +2,067	+21%	+$54.1K	0.16%	114
2024 Q3	$267K	Buy	+10,033	New	+$263K	0.13%	120

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lodestone Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 18% in Q2 2026, selling an estimated $248K and leaving 44,077 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #68.

Lodestone Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2026. 321 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Lodestone Wealth Management held 44,077 shares of PIMCO Multi Sector Bond Active ETF worth $1.17M as of Q2 2026.
Lodestone Wealth Management sold 9,386 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $248K.
PIMCO Multi Sector Bond Active ETF made up 0.41% of Lodestone Wealth Management's portfolio in Q2 2026, its #68 holding.
Lodestone Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Lodestone Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.4M in Q1 2026.
321 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.