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

RiverTree 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
Q3 		$4.56M Sell
179,427
-12,392
-6% -$323K 2.71% 16
2026
Q2 		$5.09M Sell
191,819
-15,087
-7% -$398K 3% 13
2026
Q1 		$5.42M Buy
206,906
+178,376
+625% +$4.75M 3.43% 10
2025
Q4 		$761K Buy
+28,530
New +$764K 0.49% 42

Other funds holding PYLD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $121M AUM 9.7% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

RiverTree Advisors's PYLD Position: Q3 2026 in Review

RiverTree Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.5% in Q3 2026, selling an estimated $323K and leaving 179,427 shares worth $4.56M. The position accounts for 2.71% of the portfolio, ranked #16.

RiverTree Advisors first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.42M in Q1 2026. 157 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • RiverTree Advisors held 179,427 shares of PIMCO Multi Sector Bond Active ETF worth $4.56M as of Q3 2026.
  • RiverTree Advisors sold 12,392 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $323K.
  • PIMCO Multi Sector Bond Active ETF made up 2.71% of RiverTree Advisors's portfolio in Q3 2026, its #16 holding.
  • RiverTree Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • RiverTree Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $5.42M in Q1 2026.
  • 157 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.