Talisman Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Talisman Wealth Advisors’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	–	Sell	-177,864	Closed	-$4.66M	–	134
2026 Q1	$4.66M	Buy	177,864 +36,975	+26%	+$986K	3.75%	6
2025 Q4	$3.77M	Buy	140,889 +46,907	+50%	+$1.26M	2.93%	9
2025 Q3	$2.52M	Buy	93,982 +22,633	+32%	+$601K	2.09%	9
2025 Q2	$1.89M	Buy	71,349 +160	+0.2%	+$4.17K	1.73%	16
2025 Q1	$1.88M	Buy	+71,189	New	+$1.86M	1.93%	13

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

Talisman Wealth Advisors's PYLD Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 177,864 shares — an estimated $4.66M sold.

Talisman Wealth Advisors first reported a position in PYLD in Q1 2025 and held it in 5 quarters. The position peaked at $4.66M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Talisman Wealth Advisors reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 177,864 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $4.66M.
Talisman Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and held it in 5 quarters.
Talisman Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $4.66M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.