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Nalls Sherbakoff Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Nalls Sherbakoff Group’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
2025
Q4 		$276K Sell
10,359
-833
-7% -$22.3K 0.2% 77
2025
Q3 		$300K Buy
11,192
+7,695
+220% +$204K 0.2% 74
2025
Q2 		$92.8K Buy
3,497
+3,459
+9,103% +$90.2K 0.07% 146
2025
Q1 		$1.01K Buy
+38
New +$995 ﹤0.01% 406
2023
Q4 		$1.83K Buy
71
+1
+1% +$25 ﹤0.01% 356
2023
Q3 		$1.72K Buy
+70
New +$1.74K ﹤0.01% 361

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 $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Nalls Sherbakoff Group's PYLD Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.4% in Q4 2025, selling an estimated $22.3K and leaving 10,359 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #77.

Nalls Sherbakoff Group first reported a position in PYLD in Q3 2023 and has held it in 6 quarters since. The position peaked at $300K in Q3 2025. 574 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • Nalls Sherbakoff Group held 10,359 shares of PIMCO Multi Sector Bond Active ETF worth $276K as of Q4 2025.
  • Nalls Sherbakoff Group sold 833 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $22.3K.
  • PIMCO Multi Sector Bond Active ETF made up 0.2% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #77 holding.
  • Nalls Sherbakoff Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 6 quarters since.
  • Nalls Sherbakoff Group's PIMCO Multi Sector Bond Active ETF position peaked at $300K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.