Swisher Financial Concepts’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Swisher Financial Concepts’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	$511K	Sell	19,284 -2,602	-12%	-$68.7K	0.32%	35
2026 Q1	$573K	Buy	21,886 +2,632	+14%	+$70.2K	0.32%	47
2025 Q4	$514K	Buy	+19,254	New	+$516K	0.29%	53
2025 Q3	–	Sell	-7,760	Closed	-$206K	–	95
2025 Q2	$206K	Sell	7,760 -1,402	-15%	-$36.6K	0.13%	88
2025 Q1	$241K	Sell	9,162 -1,184	-11%	-$31K	0.2%	68
2024 Q4	$268K	Sell	10,346 -11,641	-53%	-$305K	0.32%	49
2024 Q3	$582K	Buy	21,987 +1,716	+8%	+$45K	0.37%	48
2024 Q2	$517K	Buy	20,271 +2,232	+12%	+$56.9K	0.52%	35
2024 Q1	$457K	Buy	18,039 +1,966	+12%	+$50.3K	0.4%	41
2023 Q4	$412K	Buy	+16,073	New	+$397K	0.4%	42

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

Swisher Financial Concepts's PYLD Position: Q2 2026 in Review

Swisher Financial Concepts reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q2 2026, selling an estimated $68.7K and leaving 19,284 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #35.

Swisher Financial Concepts first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q3 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Swisher Financial Concepts held 19,284 shares of PIMCO Multi Sector Bond Active ETF worth $511K as of Q2 2026.
Swisher Financial Concepts sold 2,602 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $68.7K.
PIMCO Multi Sector Bond Active ETF made up 0.32% of Swisher Financial Concepts's portfolio in Q2 2026, its #35 holding.
Swisher Financial Concepts first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's PIMCO Multi Sector Bond Active ETF position peaked at $582K in Q3 2024.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.