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

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

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. 689 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.
689 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.