Mather Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Mather Group’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	$31.2K	Hold	1,177	–	–	﹤0.01%	1229
2026 Q1	$30.8K	Buy	+1,177	New	+$31.4K	﹤0.01%	1167
2025 Q4	–	Sell	-1,177	Closed	-$31.6K	–	1408
2025 Q3	$31.6K	Buy	+1,177	New	+$31.3K	﹤0.01%	1012
2025 Q2	–	Sell	-1,177	Closed	-$31K	–	1448
2025 Q1	$31K	Hold	1,177	–	–	﹤0.01%	993
2024 Q4	$30.5K	Sell	1,177 -581	-33%	-$15.2K	﹤0.01%	974
2024 Q3	$46.9K	Buy	1,758 +660	+60%	+$17.3K	﹤0.01%	896
2024 Q2	$28.3K	Buy	+1,098	New	+$28K	﹤0.01%	1173

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

Mather Group's PYLD Position: Q2 2026 in Review

Mather Group held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 1,177 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Mather Group first reported a position in PYLD in Q2 2024 and has held it in 7 quarters since. The position peaked at $46.9K in Q3 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Mather Group held 1,177 shares of PIMCO Multi Sector Bond Active ETF worth $31.2K as of Q2 2026.
Mather Group left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1229 holding.
Mather Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 7 quarters since.
Mather Group's PIMCO Multi Sector Bond Active ETF position peaked at $46.9K in Q3 2024.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.