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

VestGen 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 Q3	$6.95M	Buy	273,873 +1,744	+0.6%	+$45.5K	0.21%	100
2026 Q2	$7.22M	Buy	272,129 +1,502	+0.6%	+$39.7K	0.21%	102
2026 Q1	$7.13M	Buy	270,627 +75,483	+39%	+$2.01M	0.19%	109
2025 Q4	$5.21M	Sell	195,144 -4,480	-2%	-$120K	0.22%	104
2025 Q3	$5.36M	Buy	199,624 +1,815	+0.9%	+$48.2K	0.18%	124
2025 Q2	$5.25M	Buy	197,809 +37,942	+24%	+$990K	0.21%	103
2025 Q1	$4.21M	Buy	+159,867	New	+$4.18M	0.19%	114

Other funds holding PYLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

RPGK

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

VestGen Advisors's PYLD Position: Q3 2026 in Review

VestGen Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.64% in Q3 2026, buying an estimated $45.5K and bringing the position to 273,873 shares worth $6.95M. The position accounts for 0.21% of the portfolio, ranked #100.

VestGen Advisors first reported a position in PYLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.22M in Q2 2026. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

VestGen Advisors held 273,873 shares of PIMCO Multi Sector Bond Active ETF worth $6.95M as of Q3 2026.
VestGen Advisors bought 1,744 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $45.5K.
PIMCO Multi Sector Bond Active ETF made up 0.21% of VestGen Advisors's portfolio in Q3 2026, its #100 holding.
VestGen Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $7.22M in Q2 2026.
657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.