StoneCrest Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

StoneCrest Wealth Management’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	$4.03M	Sell	151,897 -867	-0.6%	-$22.9K	1.29%	32
2026 Q1	$4M	Buy	152,764 +1,770	+1%	+$47.2K	1.69%	25
2025 Q4	$4.03M	Buy	150,994 +13,594	+10%	+$364K	1.63%	26
2025 Q3	$3.69M	Buy	137,400 +699	+0.5%	+$18.6K	1.62%	26
2025 Q2	$3.63M	Buy	136,701 +33,063	+32%	+$862K	1.73%	27
2025 Q1	$2.73M	Buy	+103,638	New	+$2.71M	1.74%	25

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

StoneCrest Wealth Management's PYLD Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.57% in Q2 2026, selling an estimated $22.9K and leaving 151,897 shares worth $4.03M. The position accounts for 1.29% of the portfolio, ranked #32.

StoneCrest Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.03M in Q4 2025. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

StoneCrest Wealth Management held 151,897 shares of PIMCO Multi Sector Bond Active ETF worth $4.03M as of Q2 2026.
StoneCrest Wealth Management sold 867 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $22.9K.
PIMCO Multi Sector Bond Active ETF made up 1.29% of StoneCrest Wealth Management's portfolio in Q2 2026, its #32 holding.
StoneCrest Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
StoneCrest Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $4.03M in Q4 2025.
121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.