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

Western 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	$5.44M	Buy	205,245 +32,062	+19%	+$847K	0.18%	119
2026 Q1	$4.54M	Buy	173,183 +84,825	+96%	+$2.26M	0.17%	115
2025 Q4	$2.36M	Buy	88,358 +13,458	+18%	+$361K	0.11%	189
2025 Q3	$2.01M	Buy	74,900 +3,006	+4%	+$79.9K	0.11%	180
2025 Q2	$1.91M	Buy	71,894 +13,122	+22%	+$342K	0.11%	170
2025 Q1	$1.55M	Buy	58,772 +6,263	+12%	+$164K	0.1%	193
2024 Q4	$1.36M	Buy	+52,509	New	+$1.37M	0.07%	255

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 22.96% 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

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

Western Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q2 2026, buying an estimated $847K and bringing the position to 205,245 shares worth $5.44M. The position accounts for 0.18% of the portfolio, ranked #119.

Western Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Western Wealth Management held 205,245 shares of PIMCO Multi Sector Bond Active ETF worth $5.44M as of Q2 2026.
Western Wealth Management bought 32,062 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $847K.
PIMCO Multi Sector Bond Active ETF made up 0.18% of Western Wealth Management's portfolio in Q2 2026, its #119 holding.
Western Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.