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

Peterson 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 Q2	$949K	Buy	35,791 +2,801	+8%	+$74K	0.11%	46
2026 Q1	$864K	Sell	32,990 -133	-0.4%	-$3.54K	0.12%	45
2025 Q4	$884K	Sell	33,123 -6,083	-16%	-$163K	0.12%	47
2025 Q3	$1.05M	Sell	39,206 -8,422	-18%	-$224K	0.16%	41
2025 Q2	$1.26M	Sell	47,628 -61	-0.1%	-$1.59K	0.21%	38
2025 Q1	$1.24M	Buy	+47,689	New	+$1.25M	0.24%	35

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

Peterson Wealth Advisors's PYLD Position: Q2 2026 in Review

Peterson Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.5% in Q2 2026, buying an estimated $74K and bringing the position to 35,791 shares worth $949K. The position accounts for 0.11% of the portfolio, ranked #46.

Peterson Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Peterson Wealth Advisors held 35,791 shares of PIMCO Multi Sector Bond Active ETF worth $949K as of Q2 2026.
Peterson Wealth Advisors bought 2,801 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $74K.
PIMCO Multi Sector Bond Active ETF made up 0.11% of Peterson Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Peterson Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Peterson Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $1.26M in Q2 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.