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 Q2	$2.29M	Sell	86,168 -12,619	-13%	-$333K	1.42%	25
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 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

Merkkuri Wealth Advisors's PYLD Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q2 2026, selling an estimated $333K and leaving 86,168 shares worth $2.29M. The position accounts for 1.42% of the portfolio, ranked #25.

Merkkuri Wealth Advisors first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q4 2025. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Merkkuri Wealth Advisors held 86,168 shares of PIMCO Multi Sector Bond Active ETF worth $2.29M as of Q2 2026.
Merkkuri Wealth Advisors sold 12,619 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $333K.
PIMCO Multi Sector Bond Active ETF made up 1.42% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Merkkuri Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
Merkkuri Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $2.69M in Q4 2025.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.