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Triad Wealth Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Triad Wealth Partners’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 		$684K Sell
26,274
-11,131
-30% -$294K 0.04% 259
2026
Q1 		$980K Buy
+37,405
New +$997K 0.08% 172

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Triad Wealth Partners's PYLD Position: Q2 2026 in Review

Triad Wealth Partners reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 30% in Q2 2026, selling an estimated $294K and leaving 26,274 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #259.

Triad Wealth Partners first reported a position in PYLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $980K in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Triad Wealth Partners held 26,274 shares of PIMCO Multi Sector Bond Active ETF worth $684K as of Q2 2026.
  • Triad Wealth Partners sold 11,131 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $294K.
  • PIMCO Multi Sector Bond Active ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #259 holding.
  • Triad Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Triad Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $980K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.