Ruggaard & Associates’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Ruggaard & Associates’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	$1.31M	Buy	49,472 +7,380	+18%	+$195K	0.47%	37
2026 Q1	$1.1M	Buy	42,092 +7,353	+21%	+$196K	0.44%	35
2025 Q4	$927K	Buy	34,739 +33	+0.1%	+$884	0.36%	41
2025 Q3	$932K	Buy	34,706 +4,756	+16%	+$126K	0.35%	39
2025 Q2	$795K	Sell	29,950 -1,801	-6%	-$47K	0.32%	42
2025 Q1	$837K	Buy	31,751 +5,990	+23%	+$157K	0.37%	35
2024 Q4	$668K	Buy	25,761 +10,702	+71%	+$280K	0.29%	44
2024 Q3	$401K	Sell	15,059 -18	-0.1%	-$472	0.17%	75
2024 Q2	$387K	Buy	15,077 +331	+2%	+$8.44K	0.18%	76
2024 Q1	$380K	Buy	+14,746	New	+$377K	0.18%	76

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Ruggaard & Associates's PYLD Position: Q2 2026 in Review

Ruggaard & Associates increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 18% in Q2 2026, buying an estimated $195K and bringing the position to 49,472 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #37.

Ruggaard & Associates first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Ruggaard & Associates held 49,472 shares of PIMCO Multi Sector Bond Active ETF worth $1.31M as of Q2 2026.
Ruggaard & Associates bought 7,380 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $195K.
PIMCO Multi Sector Bond Active ETF made up 0.47% of Ruggaard & Associates's portfolio in Q2 2026, its #37 holding.
Ruggaard & Associates first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.