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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
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
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

Stage Harbor Financial's PYLD Position: Q1 2026 in Review

Stage Harbor Financial held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q1 2026 at 21,124 shares worth $553K. The position accounts for 0.37% of the portfolio, ranked #32.

Stage Harbor Financial first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $638K in Q4 2023. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Stage Harbor Financial held 21,124 shares of PIMCO Multi Sector Bond Active ETF worth $553K as of Q1 2026.
  • Stage Harbor Financial left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q1 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.37% of Stage Harbor Financial's portfolio in Q1 2026, its #32 holding.
  • Stage Harbor Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's PIMCO Multi Sector Bond Active ETF position peaked at $638K in Q4 2023.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.