Valued Retirements’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Valued Retirements’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	$530K	Buy	+20,878	New	+$544K	0.47%	49

Other funds holding PYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valued Retirements's PYLD Position: Q3 2026 in Review

Valued Retirements opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 20,878 shares worth $530K. The stake represents 0.47% of the portfolio and ranks #49 among its holdings.

446 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Valued Retirements held 20,878 shares of PIMCO Multi Sector Bond Active ETF worth $530K as of Q3 2026.
PIMCO Multi Sector Bond Active ETF was a new Valued Retirements position in Q3 2026.
PIMCO Multi Sector Bond Active ETF made up 0.47% of Valued Retirements's portfolio in Q3 2026, its #49 holding.
446 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Valued Retirements's 13F filing for Q3 2026, filed 6 Nov 2026.