SFPG
PYLD icon

Stonebridge Financial Planning Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Stonebridge Financial Planning Group’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 		$3.85M Buy
145,012
+88,474
+156% +$2.34M 1.23% 20
2026
Q1 		$1.48M Buy
56,538
+46,996
+493% +$1.25M 0.54% 56
2025
Q4 		$255K Buy
+9,542
New +$256K 0.09% 156

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Stonebridge Financial Planning Group's PYLD Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 156% in Q2 2026, buying an estimated $2.34M and bringing the position to 145,012 shares worth $3.85M. The position accounts for 1.23% of the portfolio, ranked #20.

Stonebridge Financial Planning Group first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Stonebridge Financial Planning Group held 145,012 shares of PIMCO Multi Sector Bond Active ETF worth $3.85M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 88,474 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.34M.
  • PIMCO Multi Sector Bond Active ETF made up 1.23% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #20 holding.
  • Stonebridge Financial Planning Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.