Milestone Asset Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Milestone Asset Management’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	$2.04M	Buy	76,745 +124	+0.2%	+$3.27K	0.32%	84
2026 Q1	$2.01M	Buy	76,621 +3,529	+5%	+$94.1K	0.37%	78
2025 Q4	$1.95M	Sell	73,092 -1,546	-2%	-$41.4K	0.37%	60
2025 Q3	$2M	Sell	74,638 -1,259	-2%	-$33.5K	0.38%	54
2025 Q2	$2.01M	Buy	75,897 +13,682	+22%	+$357K	0.43%	47
2025 Q1	$1.64M	Buy	62,215 +19,725	+46%	+$516K	0.35%	63
2024 Q4	$1.1M	Sell	42,490 -794	-2%	-$20.8K	0.24%	93
2024 Q3	$1.15M	Buy	43,284 +10,529	+32%	+$276K	0.26%	82
2024 Q2	$840K	Buy	+32,755	New	+$835K	0.21%	93

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

Milestone Asset Management's PYLD Position: Q2 2026 in Review

Milestone Asset Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.16% in Q2 2026, buying an estimated $3.27K and bringing the position to 76,745 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #84.

Milestone Asset Management first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Milestone Asset Management held 76,745 shares of PIMCO Multi Sector Bond Active ETF worth $2.04M as of Q2 2026.
Milestone Asset Management bought 124 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $3.27K.
PIMCO Multi Sector Bond Active ETF made up 0.32% of Milestone Asset Management's portfolio in Q2 2026, its #84 holding.
Milestone Asset Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.