True Wealth Design’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

True Wealth Design’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 Q3	$3.35M	Buy	131,877 +45,156	+52%	+$1.18M	0.79%	13
2026 Q2	$2.3M	Buy	86,721 +12,814	+17%	+$338K	0.55%	18
2026 Q1	$1.94M	Buy	73,907 +1,403	+2%	+$37.4K	0.54%	18
2025 Q4	$1.93M	Buy	72,504 +4,911	+7%	+$132K	0.57%	19
2025 Q3	$1.81M	Sell	67,593 -551	-0.8%	-$14.6K	0.55%	19
2025 Q2	$1.81M	Buy	+68,144	New	+$1.78M	0.64%	17

Other funds holding PYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

True Wealth Design's PYLD Position: Q3 2026 in Review

True Wealth Design increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 52% in Q3 2026, buying an estimated $1.18M and bringing the position to 131,877 shares worth $3.35M. The position accounts for 0.79% of the portfolio, ranked #13.

True Wealth Design first reported a position in PYLD in Q2 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

True Wealth Design held 131,877 shares of PIMCO Multi Sector Bond Active ETF worth $3.35M as of Q3 2026.
True Wealth Design bought 45,156 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.18M.
PIMCO Multi Sector Bond Active ETF made up 0.79% of True Wealth Design's portfolio in Q3 2026, its #13 holding.
True Wealth Design first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.