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McKinley Carter Wealth Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

McKinley Carter Wealth Services’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 		$696K Buy
26,256
+595
+2% +$15.7K 0.04% 210
2026
Q1 		$672K Buy
25,661
+7,284
+40% +$194K 0.04% 197
2025
Q4 		$490K Buy
+18,377
New +$492K 0.03% 222

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

McKinley Carter Wealth Services's PYLD Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 26,256 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #210.

McKinley Carter Wealth Services first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • McKinley Carter Wealth Services held 26,256 shares of PIMCO Multi Sector Bond Active ETF worth $696K as of Q2 2026.
  • McKinley Carter Wealth Services bought 595 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $15.7K.
  • PIMCO Multi Sector Bond Active ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #210 holding.
  • McKinley Carter Wealth Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.