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Merkkuri Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Merkkuri Wealth Advisors’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 		$2.59M Sell
98,787
-2,023
-2% -$53.9K 1.71% 16
2025
Q4 		$2.69M Buy
100,810
+31,834
+46% +$853K 1.83% 16
2025
Q3 		$1.85M Buy
68,976
+6,453
+10% +$171K 1.34% 26
2025
Q2 		$1.66M Buy
+62,523
New +$1.63M 1.26% 26

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 $377B 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 $20.1B AUM 24.77% 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 $530B AUM 22.01% 1-Year Est. Return

Merkkuri Wealth Advisors's PYLD Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2% in Q1 2026, selling an estimated $53.9K and leaving 98,787 shares worth $2.59M. The position accounts for 1.71% of the portfolio, ranked #16.

Merkkuri Wealth Advisors first reported a position in PYLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Merkkuri Wealth Advisors held 98,787 shares of PIMCO Multi Sector Bond Active ETF worth $2.59M as of Q1 2026.
  • Merkkuri Wealth Advisors sold 2,023 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $53.9K.
  • PIMCO Multi Sector Bond Active ETF made up 1.71% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Merkkuri Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Merkkuri Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $2.69M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.