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

Palo Alto 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
2025
Q3 		$587K Buy
21,890
+9,979
+84% +$265K 0.17% 34
2025
Q2 		$316K Buy
11,911
+449
+4% +$11.7K 0.12% 43
2025
Q1 		$298K Buy
11,462
+1,112
+11% +$29.1K 0.12% 43
2024
Q4 		$270K Buy
10,350
+375
+4% +$9.81K 0.09% 47
2024
Q3 		$262K Buy
+9,975
New +$261K 0.11% 44

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Palo Alto Wealth Advisors's PYLD Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 84% in Q3 2025, buying an estimated $265K and bringing the position to 21,890 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #34.

Palo Alto Wealth Advisors first reported a position in PYLD in Q3 2024 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • Palo Alto Wealth Advisors held 21,890 shares of PIMCO Multi Sector Bond Active ETF worth $587K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 9,979 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $265K.
  • PIMCO Multi Sector Bond Active ETF made up 0.17% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #34 holding.
  • Palo Alto Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.