MPWM Advisory Solutions’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

MPWM Advisory Solutions’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	$26.5K	Hold	1,000	–	–	0.01%	255
2026 Q1	$26.2K	Hold	1,000	–	–	0.01%	252
2025 Q4	$26.7K	Sell	1,000 -500	-33%	-$13.4K	0.01%	226
2025 Q3	$40.3K	Sell	1,500 -501	-25%	-$13.3K	0.02%	184
2025 Q2	$53.1K	Hold	2,001	–	–	0.03%	158
2025 Q1	$52.7K	Sell	2,001 -7,696	-79%	-$201K	0.04%	146
2024 Q4	$251K	Buy	+9,697	New	+$254K	0.18%	66

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

MPWM Advisory Solutions's PYLD Position: Q2 2026 in Review

MPWM Advisory Solutions held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 1,000 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #255.

MPWM Advisory Solutions first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

MPWM Advisory Solutions held 1,000 shares of PIMCO Multi Sector Bond Active ETF worth $26.5K as of Q2 2026.
MPWM Advisory Solutions left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #255 holding.
MPWM Advisory Solutions first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's PIMCO Multi Sector Bond Active ETF position peaked at $251K in Q4 2024.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.