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Walkner Condon Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Walkner Condon Financial 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
Q1 		$5.45M Buy
208,113
+22,091
+12% +$589K 0.72% 32
2025
Q4 		$4.96M Buy
186,022
+34,751
+23% +$931K 0.69% 32
2025
Q3 		$4.06M Buy
151,271
+19,786
+15% +$526K 0.64% 36
2025
Q2 		$3.49M Buy
131,485
+18,550
+16% +$484K 0.64% 36
2025
Q1 		$2.98M Sell
112,935
-1,590
-1% -$41.6K 0.6% 41
2024
Q4 		$2.97M Buy
114,525
+6,610
+6% +$173K 0.6% 46
2024
Q3 		$2.88M Buy
107,915
+34,470
+47% +$903K 0.59% 45
2024
Q2 		$1.88M Buy
73,445
+2,275
+3% +$58K 0.41% 60
2024
Q1 		$1.83M Buy
71,170
+32,295
+83% +$826K 0.39% 64
2023
Q4 		$998K Buy
+38,875
New +$959K 0.23% 94

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return