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

Physician 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 Q1	$198K	Hold	7,550	–	–	0.03%	196
2025 Q4	$201K	Buy	+7,550	New	+$202K	0.03%	200

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

Physician Wealth Advisors's PYLD Position: Q1 2026 in Review

Physician Wealth Advisors held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q1 2026 at 7,550 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #196.

Physician Wealth Advisors first reported a position in PYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Physician Wealth Advisors held 7,550 shares of PIMCO Multi Sector Bond Active ETF worth $198K as of Q1 2026.
Physician Wealth Advisors left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q1 2026.
PIMCO Multi Sector Bond Active ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #196 holding.
Physician Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 2 quarters since.
Physician Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $201K in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.