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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
Q2 		$6.37M Buy
240,348
+122,604
+104% +$3.24M 0.12% 190
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 $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Mount Yale Investment Advisors's PYLD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 104% in Q2 2026, buying an estimated $3.24M and bringing the position to 240,348 shares worth $6.37M. The position accounts for 0.12% of the portfolio, ranked #190.

Mount Yale Investment Advisors first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 692 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Mount Yale Investment Advisors held 240,348 shares of PIMCO Multi Sector Bond Active ETF worth $6.37M as of Q2 2026.
  • Mount Yale Investment Advisors bought 122,604 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $3.24M.
  • PIMCO Multi Sector Bond Active ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #190 holding.
  • Mount Yale Investment Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 692 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.