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Schwallier Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Schwallier Wealth Management’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
Q1 		$2.86M Sell
109,136
-674,945
-86% -$18M 2.09% 12
2025
Q4 		$21.1M Buy
784,081
+3,509
+0.4% +$94K 13.45% 3
2025
Q3 		$21M Buy
780,572
+46,491
+6% +$1.24M 13.08% 2
2025
Q2 		$19.5M Buy
734,081
+191,663
+35% +$5M 11.91% 3
2025
Q1 		$14.3M Buy
+542,418
New +$14.2M 10.55% 3

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schwallier Wealth Management's PYLD Position: Q1 2026 in Review

Schwallier Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 86% in Q1 2026, selling an estimated $18M and leaving 109,136 shares worth $2.86M. The position accounts for 2.09% of the portfolio, ranked #12.

Schwallier Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.1M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Schwallier Wealth Management held 109,136 shares of PIMCO Multi Sector Bond Active ETF worth $2.86M as of Q1 2026.
  • Schwallier Wealth Management sold 674,945 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $18M.
  • PIMCO Multi Sector Bond Active ETF made up 2.09% of Schwallier Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Schwallier Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $21.1M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.