Riverbend Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Riverbend Wealth Management’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	$1.94M	Buy	76,525 +2,299	+3%	+$59.9K	0.88%	31
2026 Q2	$1.97M	Sell	74,226 -10,208	-12%	-$270K	0.99%	26
2026 Q1	$2.21M	Buy	84,434 +9,917	+13%	+$264K	1.27%	19
2025 Q4	$1.99M	Buy	74,517 +5,345	+8%	+$143K	1.23%	19
2025 Q3	$1.86M	Buy	69,172 +1,208	+2%	+$32.1K	1.3%	19
2025 Q2	$1.8M	Buy	67,964 +16,384	+32%	+$427K	1.37%	18
2025 Q1	$1.36M	Buy	+51,580	New	+$1.35M	1.22%	22

Other funds holding PYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Riverbend Wealth Management's PYLD Position: Q3 2026 in Review

Riverbend Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.1% in Q3 2026, buying an estimated $59.9K and bringing the position to 76,525 shares worth $1.94M. The position accounts for 0.88% of the portfolio, ranked #31.

Riverbend Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.21M in Q1 2026. 485 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Riverbend Wealth Management held 76,525 shares of PIMCO Multi Sector Bond Active ETF worth $1.94M as of Q3 2026.
Riverbend Wealth Management bought 2,299 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $59.9K.
PIMCO Multi Sector Bond Active ETF made up 0.88% of Riverbend Wealth Management's portfolio in Q3 2026, its #31 holding.
Riverbend Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
Riverbend Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $2.21M in Q1 2026.
485 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.