M Holdings Securities’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

M Holdings Securities’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	$1.06M	Sell	39,820 -1,256	-3%	-$33.2K	0.14%	91
2026 Q1	$1.08M	Sell	41,076 -111,256	-73%	-$2.97M	0.07%	192
2025 Q4	$4.06M	Buy	+152,332	New	+$4.08M	0.29%	63
2025 Q3	–	Sell	-53,890	Closed	-$1.43M	–	169
2025 Q2	$1.43M	Buy	+53,890	New	+$1.41M	0.25%	71

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

M Holdings Securities's PYLD Position: Q2 2026 in Review

M Holdings Securities reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.1% in Q2 2026, selling an estimated $33.2K and leaving 39,820 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #91.

M Holdings Securities first reported a position in PYLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.06M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

M Holdings Securities held 39,820 shares of PIMCO Multi Sector Bond Active ETF worth $1.06M as of Q2 2026.
M Holdings Securities sold 1,256 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $33.2K.
PIMCO Multi Sector Bond Active ETF made up 0.14% of M Holdings Securities's portfolio in Q2 2026, its #91 holding.
M Holdings Securities first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
M Holdings Securities's PIMCO Multi Sector Bond Active ETF position peaked at $4.06M in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.