WWM
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Waterway Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Waterway Wealth Management’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 		$43.5M Buy
1,712,385
+68,957
+4% +$1.82M 8.88% 4
2026
Q1 		$41.5M Buy
1,643,428
+172,599
+12% +$4.6M 9.17% 4
2025
Q4 		$37.4M Buy
1,470,829
+39,441
+3% +$1.06M 8.48% 4
2025
Q3 		$36.7M Buy
1,431,388
+806,049
+129% +$21.4M 8.75% 4
2025
Q2 		$16.6M Buy
625,339
+49,259
+9% +$1.28M 5.02% 7
2025
Q1 		$15.2M Buy
576,080
+310,164
+117% +$8.12M 6.33% 4
2024
Q4 		$6.89M Buy
265,916
+26,496
+11% +$693K 3.03% 9
2024
Q3 		$6.38M Buy
+239,420
New +$6.27M 2.74% 10

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Waterway Wealth Management's PYLD Position: Q2 2026 in Review

Waterway Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.2% in Q2 2026, buying an estimated $1.82M and bringing the position to 1,712,385 shares worth $43.5M. The position accounts for 8.88% of the portfolio, ranked #4.

Waterway Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Waterway Wealth Management held 1,712,385 shares of PIMCO Multi Sector Bond Active ETF worth $43.5M as of Q2 2026.
  • Waterway Wealth Management bought 68,957 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.82M.
  • PIMCO Multi Sector Bond Active ETF made up 8.88% of Waterway Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Waterway Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 141 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.