Sovran Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Sovran Advisors’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	$254K	Sell	9,715 -1,516	-13%	-$40K	0.02%	523
2026 Q1	$297K	Sell	11,231 -2,456	-18%	-$65.5K	0.02%	459
2025 Q4	$367K	Sell	13,687 -2,275	-14%	-$61K	0.03%	412
2025 Q3	$430K	Sell	15,962 -572	-3%	-$15.2K	0.04%	365
2025 Q2	$435K	Buy	16,534 +7,448	+82%	+$194K	0.05%	333
2025 Q1	$235K	Buy	+9,086	New	+$238K	0.03%	421

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 $103B AUM 28.65% 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

Sovran Advisors's PYLD Position: Q2 2026 in Review

Sovran Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q2 2026, selling an estimated $40K and leaving 9,715 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #523.

Sovran Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $435K in Q2 2025. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Sovran Advisors held 9,715 shares of PIMCO Multi Sector Bond Active ETF worth $254K as of Q2 2026.
Sovran Advisors sold 1,516 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $40K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #523 holding.
Sovran Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Sovran Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $435K in Q2 2025.
688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.