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Mark Sheptoff Financial Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-300
Closed -$7.9K – 536
2026
Q1 		$7.9K Sell
300
-285
-49% -$7.6K ﹤0.01% 370
2025
Q4 		$15.6K Hold
585
– – 0.01% 299
2025
Q3 		$15.7K Sell
585
-481
-45% -$12.8K 0.01% 294
2025
Q2 		$28.3K Buy
1,066
+481
+82% +$12.5K 0.02% 235
2025
Q1 		$15.4K Buy
585
+285
+95% +$7.46K 0.01% 270
2024
Q4 		$7.78K Hold
300
– – ﹤0.01% 335
2024
Q3 		$8K Sell
300
-2,749
-90% -$72K ﹤0.01% 330
2024
Q2 		$78.2K Buy
3,049
+980
+47% +$25K 0.04% 153
2024
Q1 		$53.3K Buy
+2,069
New +$52.9K 0.03% 171

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Mark Sheptoff Financial Planning's PYLD Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 300 shares — an estimated $7.9K sold.

Mark Sheptoff Financial Planning first reported a position in PYLD in Q1 2024 and held it in 9 quarters. The position peaked at $78.2K in Q2 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $7.9K.
  • Mark Sheptoff Financial Planning first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's PIMCO Multi Sector Bond Active ETF position peaked at $78.2K in Q2 2024.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.