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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Riverbend Wealth Management's PYLD Position: Q2 2026 in Review

Riverbend Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q2 2026, selling an estimated $270K and leaving 74,226 shares worth $1.97M. The position accounts for 0.99% of the portfolio, ranked #26.

Riverbend Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2026. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Riverbend Wealth Management held 74,226 shares of PIMCO Multi Sector Bond Active ETF worth $1.97M as of Q2 2026.
Riverbend Wealth Management sold 10,208 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $270K.
PIMCO Multi Sector Bond Active ETF made up 0.99% of Riverbend Wealth Management's portfolio in Q2 2026, its #26 holding.
Riverbend Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Riverbend Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $2.21M in Q1 2026.
353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.