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 Q3	$1.11M	Sell	43,912 -165	-0.4%	-$4.3K	0.38%	73
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lodestone Wealth Management's PYLD Position: Q3 2026 in Review

Lodestone Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.37% in Q3 2026, selling an estimated $4.3K and leaving 43,912 shares worth $1.11M. The position accounts for 0.38% of the portfolio, ranked #73.

Lodestone Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2026. 625 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Lodestone Wealth Management held 43,912 shares of PIMCO Multi Sector Bond Active ETF worth $1.11M as of Q3 2026.
Lodestone Wealth Management sold 165 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $4.3K.
PIMCO Multi Sector Bond Active ETF made up 0.38% of Lodestone Wealth Management's portfolio in Q3 2026, its #73 holding.
Lodestone Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 9 quarters since.
Lodestone Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $1.4M in Q1 2026.
625 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.