S.E.E.D. Planning Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

S.E.E.D. Planning Group’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	$10.5M	Sell	412,269 -660	-0.2%	-$17.2K	2.56%	16
2026 Q2	$11M	Buy	+412,929	New	+$10.9M	2.89%	16

Other funds holding PYLD

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

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

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

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) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

S.E.E.D. Planning Group's PYLD Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.16% in Q3 2026, selling an estimated $17.2K and leaving 412,269 shares worth $10.5M. The position accounts for 2.56% of the portfolio, ranked #16.

S.E.E.D. Planning Group first reported a position in PYLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $11M in Q2 2026. 139 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

S.E.E.D. Planning Group held 412,269 shares of PIMCO Multi Sector Bond Active ETF worth $10.5M as of Q3 2026.
S.E.E.D. Planning Group sold 660 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $17.2K.
PIMCO Multi Sector Bond Active ETF made up 2.56% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #16 holding.
S.E.E.D. Planning Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
S.E.E.D. Planning Group's PIMCO Multi Sector Bond Active ETF position peaked at $11M in Q2 2026.
139 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.