World Equity Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

World Equity Group’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	–	Sell	-8,185	Closed	-$214K	–	422
2026 Q1	$214K	Buy	+8,185	New	+$218K	0.06%	348
2025 Q4	–	Sell	-7,743	Closed	-$208K	–	373
2025 Q3	$208K	Sell	7,743 -621	-7%	-$16.5K	0.05%	335
2025 Q2	$222K	Sell	8,364 -1,505	-15%	-$39.3K	0.06%	294
2025 Q1	$260K	Sell	9,869 -6,109	-38%	-$160K	0.07%	250
2024 Q4	$414K	Buy	+15,978	New	+$418K	0.09%	219

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

World Equity Group's PYLD Position: Q2 2026 in Review

World Equity Group sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 8,185 shares — an estimated $214K sold.

World Equity Group first reported a position in PYLD in Q4 2024 and held it in 5 quarters. The position peaked at $414K in Q4 2024. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

World Equity Group reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
World Equity Group sold 8,185 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $214K.
World Equity Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 5 quarters.
World Equity Group's PIMCO Multi Sector Bond Active ETF position peaked at $414K in Q4 2024.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.