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

WJ 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
Q1 		– Sell
-153,176
Closed -$4.09M – 77
2025
Q4 		$4.09M Sell
153,176
-15,591
-9% -$418K 1.79% 19
2025
Q3 		$4.54M Buy
+168,767
New +$4.48M 1.99% 18

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

WJ Wealth Management's PYLD Position: Q1 2026 in Review

WJ Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026, closing a stake of 153,176 shares — an estimated $4.09M sold.

WJ Wealth Management first reported a position in PYLD in Q3 2025 and held it in 2 quarters. The position peaked at $4.54M in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • WJ Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • WJ Wealth Management sold 153,176 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $4.09M.
  • WJ Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and held it in 2 quarters.
  • WJ Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $4.54M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.