SFA
Sequoia Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
4,528,515
+971,867
| +27% | +$25.8M | 0.82% | 22 |
|
|
2025
Q1 | $93.7M | Buy |
3,556,648
+570,359
| +19% | +$15M | 0.72% | 25 |
|
|
2024
Q4 | $77.4M | Buy |
2,986,289
+402,502
| +16% | +$10.4M | 0.74% | 27 |
|
|
2024
Q3 | $68.9M | Buy |
2,583,787
+307,816
| +14% | +$8.2M | 0.74% | 26 |
|
|
2024
Q2 | $58.4M | Buy |
+2,275,971
| New | +$58.4M | 0.7% | 26 |
|