MHS
PYLD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M Holdings Securities's PYLD Position: Q1 2026 in Review

M Holdings Securities reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 73% in Q1 2026, selling an estimated $2.97M and leaving 41,076 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #192.

M Holdings Securities first reported a position in PYLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.06M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • M Holdings Securities held 41,076 shares of PIMCO Multi Sector Bond Active ETF worth $1.08M as of Q1 2026.
  • M Holdings Securities sold 111,256 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $2.97M.
  • PIMCO Multi Sector Bond Active ETF made up 0.07% of M Holdings Securities's portfolio in Q1 2026, its #192 holding.
  • M Holdings Securities first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 3 quarters since.
  • M Holdings Securities's PIMCO Multi Sector Bond Active ETF position peaked at $4.06M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.