Mason & Associates (Virginia)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Mason & Associates (Virginia)’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	$27.2M	Buy	1,026,348 +39,424	+4%	+$1.04M	5.66%	3
2026 Q1	$25.9M	Buy	986,924 +23,101	+2%	+$616K	5.92%	3
2025 Q4	$25.7M	Buy	963,823 +157,825	+20%	+$4.23M	5.85%	3
2025 Q3	$21.4M	Hold	805,998	–	–	5.37%	5
2025 Q2	$21.4M	Buy	805,998 +213,651	+36%	+$5.57M	5.37%	5
2025 Q1	$15.6M	Buy	+592,347	New	+$15.5M	4.5%	5

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Mason & Associates (Virginia)'s PYLD Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4% in Q2 2026, buying an estimated $1.04M and bringing the position to 1,026,348 shares worth $27.2M. The position accounts for 5.66% of the portfolio, ranked #3.

Mason & Associates (Virginia) first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Mason & Associates (Virginia) held 1,026,348 shares of PIMCO Multi Sector Bond Active ETF worth $27.2M as of Q2 2026.
Mason & Associates (Virginia) bought 39,424 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.04M.
PIMCO Multi Sector Bond Active ETF made up 5.66% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #3 holding.
Mason & Associates (Virginia) first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.