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Sunbelt Securities’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Sunbelt Securities’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 		$138K Buy
5,270
+263
+5% +$7.01K 0.01% 738
2025
Q4 		$134K Buy
5,007
+895
+22% +$24K 0.01% 746
2025
Q3 		$110K Buy
4,112
+3,997
+3,476% +$106K 0.01% 794
2025
Q2 		$2.98K Hold
115
– – ﹤0.01% 1539
2025
Q1 		$3.03K Hold
115
– – ﹤0.01% 1510
2024
Q4 		$3K Buy
+115
New +$3.01K ﹤0.01% 1541

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $104B AUM 28.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's PYLD Position: Q1 2026 in Review

Sunbelt Securities increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.3% in Q1 2026, buying an estimated $7.01K and bringing the position to 5,270 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #738.

Sunbelt Securities first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Sunbelt Securities held 5,270 shares of PIMCO Multi Sector Bond Active ETF worth $138K as of Q1 2026.
  • Sunbelt Securities bought 263 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $7.01K.
  • PIMCO Multi Sector Bond Active ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #738 holding.
  • Sunbelt Securities first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 647 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.