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Mount Yale Investment Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Mount Yale Investment 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 		$3.08M Buy
117,744
+15,249
+15% +$406K 0.07% 276
2025
Q4 		$2.75M Buy
102,495
+48,877
+91% +$1.31M 0.13% 156
2025
Q3 		$1.44M Buy
+53,618
New +$1.42M 0.1% 211

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 $445B AUM 25.58% 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 $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 $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Mount Yale Investment Advisors's PYLD Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 15% in Q1 2026, buying an estimated $406K and bringing the position to 117,744 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #276.

Mount Yale Investment Advisors first reported a position in PYLD in Q3 2025 and has held it in 3 quarters since. 643 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Mount Yale Investment Advisors held 117,744 shares of PIMCO Multi Sector Bond Active ETF worth $3.08M as of Q1 2026.
  • Mount Yale Investment Advisors bought 15,249 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $406K.
  • PIMCO Multi Sector Bond Active ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #276 holding.
  • Mount Yale Investment Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 643 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.