Parr McKnight Wealth Management Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Parr McKnight Wealth Management Group’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	$7.57M	Buy	288,835 +39,574	+16%	+$1.05M	0.99%	22
2025 Q4	$6.65M	Buy	249,261 +49,103	+25%	+$1.32M	0.87%	28
2025 Q3	$5.37M	Buy	200,158 +49,968	+33%	+$1.33M	0.7%	37
2025 Q2	$3.99M	Buy	150,190 +22,449	+18%	+$586K	0.55%	60
2025 Q1	$3.37M	Buy	+127,741	New	+$3.34M	0.48%	67

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

Parr McKnight Wealth Management Group's PYLD Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 16% in Q1 2026, buying an estimated $1.05M and bringing the position to 288,835 shares worth $7.57M. The position accounts for 0.99% of the portfolio, ranked #22.

Parr McKnight Wealth Management Group first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Parr McKnight Wealth Management Group held 288,835 shares of PIMCO Multi Sector Bond Active ETF worth $7.57M as of Q1 2026.
Parr McKnight Wealth Management Group bought 39,574 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.05M.
PIMCO Multi Sector Bond Active ETF made up 0.99% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #22 holding.
Parr McKnight Wealth Management Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.