Planning Strategies
PYLD icon

Planning Strategies’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Planning Strategies’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
Q3 		$303K Sell
11,948
-1,963
-14% -$51.2K 0.18% 55
2026
Q2 		$369K Buy
+13,911
New +$367K 0.23% 49

Other funds holding PYLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Planning Strategies's PYLD Position: Q3 2026 in Review

Planning Strategies reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 14% in Q3 2026, selling an estimated $51.2K and leaving 11,948 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #55.

Planning Strategies first reported a position in PYLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $369K in Q2 2026. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Planning Strategies held 11,948 shares of PIMCO Multi Sector Bond Active ETF worth $303K as of Q3 2026.
  • Planning Strategies sold 1,963 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $51.2K.
  • PIMCO Multi Sector Bond Active ETF made up 0.18% of Planning Strategies's portfolio in Q3 2026, its #55 holding.
  • Planning Strategies first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's PIMCO Multi Sector Bond Active ETF position peaked at $369K in Q2 2026.
  • 657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.