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

ORBA Wealth Advisors’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	$1.42M	Sell	54,300 -4,700	-8%	-$125K	1.7%	21
2025 Q4	$1.57M	Sell	59,000 -181	-0.3%	-$4.85K	1.37%	24
2025 Q3	$1.59M	Buy	59,181 +401	+0.7%	+$10.7K	1.31%	25
2025 Q2	$1.56M	Sell	58,780 -72,299	-55%	-$1.89M	1.42%	25
2025 Q1	$3.45M	Buy	131,079 +16,213	+14%	+$424K	1.74%	19
2024 Q4	$2.98M	Buy	114,866 +697	+0.6%	+$18.2K	1.56%	23
2024 Q3	$3.04M	Buy	+114,169	New	+$2.99M	1.54%	23

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORBA Wealth Advisors's PYLD Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8% in Q1 2026, selling an estimated $125K and leaving 54,300 shares worth $1.42M. The position accounts for 1.7% of the portfolio, ranked #21.

ORBA Wealth Advisors first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q1 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

ORBA Wealth Advisors held 54,300 shares of PIMCO Multi Sector Bond Active ETF worth $1.42M as of Q1 2026.
ORBA Wealth Advisors sold 4,700 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $125K.
PIMCO Multi Sector Bond Active ETF made up 1.7% of ORBA Wealth Advisors's portfolio in Q1 2026, its #21 holding.
ORBA Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
ORBA Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $3.45M in Q1 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.