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 Q2	$2.32M	Sell	87,640 -1,930	-2%	-$51K	0.13%	95
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 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

NFP Retirement Inc's PYLD Position: Q2 2026 in Review

NFP Retirement Inc reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.2% in Q2 2026, selling an estimated $51K and leaving 87,640 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #95.

NFP Retirement Inc first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

NFP Retirement Inc held 87,640 shares of PIMCO Multi Sector Bond Active ETF worth $2.32M as of Q2 2026.
NFP Retirement Inc sold 1,930 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $51K.
PIMCO Multi Sector Bond Active ETF made up 0.13% of NFP Retirement Inc's portfolio in Q2 2026, its #95 holding.
NFP Retirement Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
NFP Retirement Inc's PIMCO Multi Sector Bond Active ETF position peaked at $2.35M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.