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Safeguard Investment Advisory Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Safeguard Investment Advisory 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
Q2 		$342K Buy
+12,908
New +$341K 0.08% 113

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Safeguard Investment Advisory Group's PYLD Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 12,908 shares worth $342K. The stake represents 0.08% of the portfolio and ranks #113 among its holdings.

689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Safeguard Investment Advisory Group held 12,908 shares of PIMCO Multi Sector Bond Active ETF worth $342K as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #113 holding.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.