Walkner Condon Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
131,485
+18,550
| +16% | +$492K | 0.64% | 36 |
|
|
2025
Q1 | $2.98M | Sell |
112,935
-1,590
| -1% | -$41.9K | 0.6% | 41 |
|
|
2024
Q4 | $2.97M | Buy |
114,525
+6,610
| +6% | +$171K | 0.6% | 46 |
|
|
2024
Q3 | $2.88M | Buy |
107,915
+34,470
| +47% | +$919K | 0.59% | 45 |
|
|
2024
Q2 | $1.88M | Buy |
73,445
+2,275
| +3% | +$58.3K | 0.41% | 60 |
|
|
2024
Q1 | $1.83M | Buy |
71,170
+32,295
| +83% | +$832K | 0.39% | 64 |
|
|
2023
Q4 | $998K | Buy |
+38,875
| New | +$998K | 0.23% | 94 |
|