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

Precision Wealth 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 Q2	$10.6M	Sell	401,260 -51,548	-11%	-$1.36M	3.21%	5
2026 Q1	$11.9M	Buy	452,808 +30,385	+7%	+$810K	3.94%	4
2025 Q4	$11.3M	Buy	422,423 +20,937	+5%	+$561K	3.65%	3
2025 Q3	$10.8M	Buy	401,486 +38,321	+11%	+$1.02M	3.5%	3
2025 Q2	$9.64M	Sell	363,165 -30,147	-8%	-$786K	3.13%	5
2025 Q1	$10.4M	Sell	393,312 -3,737	-0.9%	-$97.8K	7.92%	2
2024 Q4	$10.3M	Buy	397,049 +80,528	+25%	+$2.11M	7.96%	2
2024 Q3	$8.44M	Sell	316,521 -30,227	-9%	-$792K	7.81%	2
2024 Q2	$8.89M	Sell	346,748 -80,339	-19%	-$2.05M	9.18%	2
2024 Q1	$11M	Buy	+427,087	New	+$10.9M	10.4%	2

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

Precision Wealth Strategies's PYLD Position: Q2 2026 in Review

Precision Wealth Strategies reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q2 2026, selling an estimated $1.36M and leaving 401,260 shares worth $10.6M. The position accounts for 3.21% of the portfolio, ranked #5.

Precision Wealth Strategies first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Precision Wealth Strategies held 401,260 shares of PIMCO Multi Sector Bond Active ETF worth $10.6M as of Q2 2026.
Precision Wealth Strategies sold 51,548 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.36M.
PIMCO Multi Sector Bond Active ETF made up 3.21% of Precision Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Precision Wealth Strategies first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
Precision Wealth Strategies's PIMCO Multi Sector Bond Active ETF position peaked at $11.9M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.