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 Q2	$1.33M	Sell	49,966 -4,334	-8%	-$114K	1.13%	30
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 $1.55T 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

ORBA Wealth Advisors's PYLD Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8% in Q2 2026, selling an estimated $114K and leaving 49,966 shares worth $1.33M. The position accounts for 1.13% of the portfolio, ranked #30.

ORBA Wealth Advisors first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.45M in Q1 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

ORBA Wealth Advisors held 49,966 shares of PIMCO Multi Sector Bond Active ETF worth $1.33M as of Q2 2026.
ORBA Wealth Advisors sold 4,334 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $114K.
PIMCO Multi Sector Bond Active ETF made up 1.13% of ORBA Wealth Advisors's portfolio in Q2 2026, its #30 holding.
ORBA Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
ORBA Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $3.45M in Q1 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.