Mission Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Mission Wealth 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	$3.05M	Buy	115,096 +44,016	+62%	+$1.16M	0.04%	243
2026 Q1	$1.86M	Buy	71,080 +21,165	+42%	+$564K	0.04%	225
2025 Q4	$1.33M	Sell	49,915 -23,330	-32%	-$625K	0.03%	282
2025 Q3	$1.97M	Sell	73,245 -167,263	-70%	-$4.44M	0.04%	218
2025 Q2	$6.38M	Buy	240,508 +27,069	+13%	+$706K	0.14%	97
2025 Q1	$5.62M	Buy	213,439 +118,664	+125%	+$3.11M	0.14%	93
2024 Q4	$2.46M	Buy	94,775 +41,977	+80%	+$1.1M	0.06%	162
2024 Q3	$1.41M	Buy	52,798 +36,493	+224%	+$956K	0.03%	227
2024 Q2	$418K	Buy	+16,305	New	+$416K	0.01%	451

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

Mission Wealth Management's PYLD Position: Q2 2026 in Review

Mission Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 62% in Q2 2026, buying an estimated $1.16M and bringing the position to 115,096 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #243.

Mission Wealth Management first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.38M in Q2 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Mission Wealth Management held 115,096 shares of PIMCO Multi Sector Bond Active ETF worth $3.05M as of Q2 2026.
Mission Wealth Management bought 44,016 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.16M.
PIMCO Multi Sector Bond Active ETF made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #243 holding.
Mission Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
Mission Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $6.38M in Q2 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.