LPL Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

LPL Financial’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	$567M	Buy	21,366,025 +3,357,785	+19%	+$88.7M	0.13%	164
2026 Q1	$472M	Buy	18,008,240 +3,424,206	+23%	+$91.3M	0.13%	169
2025 Q4	$389M	Buy	14,584,034 +3,727,898	+34%	+$99.9M	0.11%	186
2025 Q3	$291M	Buy	10,856,136 +2,118,811	+24%	+$56.3M	0.08%	218
2025 Q2	$232M	Buy	8,737,325 +2,938,191	+51%	+$76.6M	0.08%	254
2025 Q1	$153M	Buy	5,799,134 +1,691,854	+41%	+$44.3M	0.06%	303
2024 Q4	$106M	Buy	4,107,280 +1,941,964	+90%	+$50.8M	0.04%	382
2024 Q3	$57.7M	Buy	2,165,316 +1,114,343	+106%	+$29.2M	0.03%	564
2024 Q2	$26.9M	Buy	1,050,973 +605,700	+136%	+$15.4M	0.01%	832
2024 Q1	$11.5M	Buy	445,273 +190,461	+75%	+$4.87M	0.01%	1246
2023 Q4	$6.54M	Buy	+254,812	New	+$6.29M	﹤0.01%	1517

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial's PYLD Position: Q2 2026 in Review

LPL Financial increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q2 2026, buying an estimated $88.7M and bringing the position to 21,366,025 shares worth $567M. The position accounts for 0.13% of the portfolio, ranked #164.

LPL Financial first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

LPL Financial held 21,366,025 shares of PIMCO Multi Sector Bond Active ETF worth $567M as of Q2 2026.
LPL Financial bought 3,357,785 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $88.7M.
PIMCO Multi Sector Bond Active ETF made up 0.13% of LPL Financial's portfolio in Q2 2026, its #164 holding.
LPL Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.