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

NewEdge Wealth’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	$6.97M	Buy	263,002 +89,002	+51%	+$2.35M	0.07%	182
2026 Q1	$4.56M	Buy	174,000 +11,214	+7%	+$299K	0.05%	235
2025 Q4	$4.34M	Buy	162,786 +154,284	+1,815%	+$4.13M	0.05%	265
2025 Q3	$227K	Sell	8,502 -8,678	-51%	-$231K	﹤0.01%	954
2025 Q2	$455K	Buy	+17,180	New	+$448K	0.01%	739

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 22.9% 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

NewEdge Wealth's PYLD Position: Q2 2026 in Review

NewEdge Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 51% in Q2 2026, buying an estimated $2.35M and bringing the position to 263,002 shares worth $6.97M. The position accounts for 0.07% of the portfolio, ranked #182.

NewEdge Wealth first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

NewEdge Wealth held 263,002 shares of PIMCO Multi Sector Bond Active ETF worth $6.97M as of Q2 2026.
NewEdge Wealth bought 89,002 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.35M.
PIMCO Multi Sector Bond Active ETF made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #182 holding.
NewEdge Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.