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White Lighthouse Investment Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

White Lighthouse Investment 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
Q1 		– Sell
-14,310
Closed -$382K – 149
2025
Q4 		$382K Buy
+14,310
New +$383K 0.05% 113

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 $20.1B AUM 24.77% 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

White Lighthouse Investment Management's PYLD Position: Q1 2026 in Review

White Lighthouse Investment Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 14,310 shares — an estimated $382K sold.

White Lighthouse Investment Management first reported a position in PYLD in Q4 2025 and held it in 1 quarter. The position peaked at $382K in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • White Lighthouse Investment Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • White Lighthouse Investment Management sold 14,310 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $382K.
  • White Lighthouse Investment Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and held it in 1 quarter.
  • White Lighthouse Investment Management's PIMCO Multi Sector Bond Active ETF position peaked at $382K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.