VR
PYLD icon

Vision Retirement’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Vision Retirement’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 		– Sell
-198
Closed -$5.18K – 673
2026
Q1 		$5.18K Buy
+198
New +$5.28K ﹤0.01% 484

Other funds holding PYLD

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 $103B AUM 28.65% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Vision Retirement's PYLD Position: Q2 2026 in Review

Vision Retirement sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 198 shares — an estimated $5.18K sold.

Vision Retirement first reported a position in PYLD in Q1 2026 and held it in 1 quarter. The position peaked at $5.18K in Q1 2026. 662 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Vision Retirement reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Vision Retirement sold 198 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $5.18K.
  • Vision Retirement first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and held it in 1 quarter.
  • Vision Retirement's PIMCO Multi Sector Bond Active ETF position peaked at $5.18K in Q1 2026.
  • 662 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.