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 Q2	$5.76M	Buy	217,107 +8,994	+4%	+$237K	0.66%	34
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Walkner Condon Financial Advisors's PYLD Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.3% in Q2 2026, buying an estimated $237K and bringing the position to 217,107 shares worth $5.76M. The position accounts for 0.66% of the portfolio, ranked #34.

Walkner Condon Financial Advisors first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Walkner Condon Financial Advisors held 217,107 shares of PIMCO Multi Sector Bond Active ETF worth $5.76M as of Q2 2026.
Walkner Condon Financial Advisors bought 8,994 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $237K.
PIMCO Multi Sector Bond Active ETF made up 0.66% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #34 holding.
Walkner Condon Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.