Stage Harbor Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Stage Harbor Financial’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	$560K	Hold	21,124	–	–	0.32%	36
2026 Q1	$553K	Hold	21,124	–	–	0.37%	32
2025 Q4	$564K	Buy	21,124 +150	+0.7%	+$4.02K	0.38%	31
2025 Q3	$563K	Hold	20,974	–	–	0.41%	30
2025 Q2	$557K	Sell	20,974 -2,558	-11%	-$66.7K	0.45%	29
2025 Q1	$620K	Sell	23,532 -989	-4%	-$25.9K	0.53%	26
2024 Q4	$636K	Buy	24,521 +327	+1%	+$8.55K	0.55%	24
2024 Q3	$637K	Hold	24,194	–	–	0.58%	23
2024 Q2	$620K	Hold	24,194	–	–	0.6%	22
2024 Q1	$623K	Sell	24,194 -649	-3%	-$16.6K	0.57%	24
2023 Q4	$638K	Buy	+24,843	New	+$613K	0.61%	22

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 $104B AUM 28.3% 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

Stage Harbor Financial's PYLD Position: Q2 2026 in Review

Stage Harbor Financial held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 21,124 shares worth $560K. The position accounts for 0.32% of the portfolio, ranked #36.

Stage Harbor Financial first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $638K in Q4 2023. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Stage Harbor Financial held 21,124 shares of PIMCO Multi Sector Bond Active ETF worth $560K as of Q2 2026.
Stage Harbor Financial left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.32% of Stage Harbor Financial's portfolio in Q2 2026, its #36 holding.
Stage Harbor Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
Stage Harbor Financial's PIMCO Multi Sector Bond Active ETF position peaked at $638K in Q4 2023.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.