ORBA Wealth Advisors
PYLD icon

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
Q3 		$1.22M Sell
48,115
-1,851
-4% -$48.3K 1.04% 29
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ORBA Wealth Advisors's PYLD Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.7% in Q3 2026, selling an estimated $48.3K and leaving 48,115 shares worth $1.22M. The position accounts for 1.04% of the portfolio, ranked #29.

ORBA Wealth Advisors first reported a position in PYLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.45M in Q1 2025. 446 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • ORBA Wealth Advisors held 48,115 shares of PIMCO Multi Sector Bond Active ETF worth $1.22M as of Q3 2026.
  • ORBA Wealth Advisors sold 1,851 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $48.3K.
  • PIMCO Multi Sector Bond Active ETF made up 1.04% of ORBA Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • ORBA Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 9 quarters since.
  • ORBA Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $3.45M in Q1 2025.
  • 446 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.