Oregon Pacific Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Oregon Pacific Wealth Management’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	$2.56M	Buy	97,794 +86,184	+742%	+$2.3M	2.67%	9
2025 Q4	$310K	Sell	11,610 -3,256	-22%	-$87.2K	0.32%	83
2025 Q3	$399K	Sell	14,866 -120,474	-89%	-$3.2M	0.34%	70
2025 Q2	$3.59M	Sell	135,340 -3,499	-3%	-$91.3K	3.4%	6
2025 Q1	$3.66M	Buy	138,839 +22,447	+19%	+$588K	3.66%	6
2024 Q4	$3.02M	Buy	+116,392	New	+$3.04M	2.96%	6

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

Oregon Pacific Wealth Management's PYLD Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 742% in Q1 2026, buying an estimated $2.3M and bringing the position to 97,794 shares worth $2.56M. The position accounts for 2.67% of the portfolio, ranked #9.

Oregon Pacific Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q1 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Oregon Pacific Wealth Management held 97,794 shares of PIMCO Multi Sector Bond Active ETF worth $2.56M as of Q1 2026.
Oregon Pacific Wealth Management bought 86,184 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $2.3M.
PIMCO Multi Sector Bond Active ETF made up 2.67% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #9 holding.
Oregon Pacific Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $3.66M in Q1 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.