P.J. Schmidt Investment Management (PJS)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$457K	Buy	17,214 +934	+6%	+$24.7K	0.07%	140
2026 Q1	$427K	Sell	16,280 -3,326	-17%	-$88.7K	0.07%	139
2025 Q4	$523K	Sell	19,606 -1,203	-6%	-$32.2K	0.09%	118
2025 Q3	$559K	Sell	20,809 -133	-0.6%	-$3.53K	0.09%	111
2025 Q2	$556K	Sell	20,942 -7,190	-26%	-$188K	0.1%	107
2025 Q1	$741K	Buy	28,132 +2,954	+12%	+$77.3K	0.14%	88
2024 Q4	$653K	Buy	25,178 +2,405	+11%	+$62.9K	0.11%	94
2024 Q3	$607K	Buy	22,773 +6,872	+43%	+$180K	0.1%	100
2024 Q2	$408K	Buy	15,901 +3,705	+30%	+$94.5K	0.07%	125
2024 Q1	$314K	Buy	+12,196	New	+$312K	0.06%	149

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

P.J. Schmidt Investment Management (PJS)'s PYLD Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.7% in Q2 2026, buying an estimated $24.7K and bringing the position to 17,214 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #140.

P.J. Schmidt Investment Management (PJS) first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $741K in Q1 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 17,214 shares of PIMCO Multi Sector Bond Active ETF worth $457K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 934 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $24.7K.
PIMCO Multi Sector Bond Active ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #140 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
P.J. Schmidt Investment Management (PJS)'s PIMCO Multi Sector Bond Active ETF position peaked at $741K in Q1 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.