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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
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 $1.37T 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 $376B 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 $17.8B AUM 21.2% 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 $501B AUM 22.01% 1-Year Est. Return