RMR Wealth Builders’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

RMR Wealth Builders’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	$3.43M	Buy	129,298 +16,832	+15%	+$444K	0.21%	70
2026 Q1	$2.95M	Buy	112,466 +17,664	+19%	+$471K	0.23%	67
2025 Q4	$2.53M	Buy	94,802 +17,846	+23%	+$478K	0.2%	74
2025 Q3	$2.07M	Buy	76,956 +14,762	+24%	+$392K	0.17%	74
2025 Q2	$1.65M	Buy	62,194 +10,929	+21%	+$285K	0.15%	89
2025 Q1	$1.35M	Buy	51,265 +6,812	+15%	+$178K	0.14%	93
2024 Q4	$1.15M	Buy	44,453 +12,662	+40%	+$331K	0.12%	100
2024 Q3	$847K	Buy	31,791 +3,208	+11%	+$84K	0.09%	114
2024 Q2	$733K	Buy	28,583 +4,356	+18%	+$111K	0.08%	119
2024 Q1	$624K	Buy	24,227 +7,217	+42%	+$184K	0.08%	133
2023 Q4	$437K	Buy	+17,010	New	+$420K	0.06%	155

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

RMR Wealth Builders's PYLD Position: Q2 2026 in Review

RMR Wealth Builders increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 15% in Q2 2026, buying an estimated $444K and bringing the position to 129,298 shares worth $3.43M. The position accounts for 0.21% of the portfolio, ranked #70.

RMR Wealth Builders first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

RMR Wealth Builders held 129,298 shares of PIMCO Multi Sector Bond Active ETF worth $3.43M as of Q2 2026.
RMR Wealth Builders bought 16,832 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $444K.
PIMCO Multi Sector Bond Active ETF made up 0.21% of RMR Wealth Builders's portfolio in Q2 2026, its #70 holding.
RMR Wealth Builders first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.