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 Q3	$3.47M	Buy	136,528 +7,230	+6%	+$188K	0.2%	77
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

RMR Wealth Builders's PYLD Position: Q3 2026 in Review

RMR Wealth Builders increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.6% in Q3 2026, buying an estimated $188K and bringing the position to 136,528 shares worth $3.47M. The position accounts for 0.2% of the portfolio, ranked #77.

RMR Wealth Builders first reported a position in PYLD in Q4 2023 and has held it in 12 quarters since. 431 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

RMR Wealth Builders held 136,528 shares of PIMCO Multi Sector Bond Active ETF worth $3.47M as of Q3 2026.
RMR Wealth Builders bought 7,230 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $188K.
PIMCO Multi Sector Bond Active ETF made up 0.2% of RMR Wealth Builders's portfolio in Q3 2026, its #77 holding.
RMR Wealth Builders first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 12 quarters since.
431 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.