TMWM
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Taylor & Morgan Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Taylor & Morgan 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 		$2.94M Buy
110,942
+283
+0.3% +$7.47K 1.45% 19
2026
Q1 		$2.9M Buy
110,659
+14,082
+15% +$375K 1.65% 19
2025
Q4 		$2.58M Buy
96,577
+44,457
+85% +$1.19M 1.44% 19
2025
Q3 		$1.4M Sell
52,120
-400
-0.8% -$10.6K 0.86% 21
2025
Q2 		$1.39M Buy
52,520
+1,000
+2% +$26.1K 0.94% 21
2025
Q1 		$1.36M Buy
51,520
+3,607
+8% +$94.4K 1.02% 19
2024
Q4 		$1.24M Buy
+47,913
New +$1.25M 0.87% 21

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Taylor & Morgan Wealth Management's PYLD Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.26% in Q2 2026, buying an estimated $7.47K and bringing the position to 110,942 shares worth $2.94M. The position accounts for 1.45% of the portfolio, ranked #19.

Taylor & Morgan Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Taylor & Morgan Wealth Management held 110,942 shares of PIMCO Multi Sector Bond Active ETF worth $2.94M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 283 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $7.47K.
  • PIMCO Multi Sector Bond Active ETF made up 1.45% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Taylor & Morgan Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 340 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.