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NFP Retirement Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

NFP Retirement Inc’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 		$2.35M Buy
89,570
+4,959
+6% +$132K 0.14% 96
2025
Q4 		$2.26M Buy
84,611
+1,450
+2% +$38.8K 0.14% 95
2025
Q3 		$2.23M Buy
83,161
+12,305
+17% +$327K 0.14% 89
2025
Q2 		$1.88M Buy
70,856
+420
+0.6% +$11K 0.12% 95
2025
Q1 		$1.86M Sell
70,436
-2,615
-4% -$68.4K 0.15% 81
2024
Q4 		$1.89M Buy
73,051
+13,900
+23% +$364K 0.15% 84
2024
Q3 		$1.58M Buy
59,151
+20,318
+52% +$532K 0.13% 94
2024
Q2 		$996K Buy
38,833
+13,583
+54% +$346K 0.08% 119
2024
Q1 		$650K Buy
25,250
+12,500
+98% +$320K 0.06% 152
2023
Q4 		$327K Buy
+12,750
New +$315K 0.06% 180

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

NFP Retirement Inc's PYLD Position: Q1 2026 in Review

NFP Retirement Inc increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.9% in Q1 2026, buying an estimated $132K and bringing the position to 89,570 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #96.

NFP Retirement Inc first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • NFP Retirement Inc held 89,570 shares of PIMCO Multi Sector Bond Active ETF worth $2.35M as of Q1 2026.
  • NFP Retirement Inc bought 4,959 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $132K.
  • PIMCO Multi Sector Bond Active ETF made up 0.14% of NFP Retirement Inc's portfolio in Q1 2026, its #96 holding.
  • NFP Retirement Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.