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PYLDPYLD
2 quarters

Position history for WAWaverly Advisors, LLC's holdings in PIMCO ETF TR

Waverly Advisors, LLC holds 4.4M shares of PYLD (PIMCO ETF TR), worth $117.2M as of 2026-Q2. The position was increased (+325x shares). PYLD represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$117.2M

Current Shares

4.4M

Total Value Change

+$116.8M

Total Shares Change

+4.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+325x
$117.2M0.7%$26.24
68
2026-Q1
New
13,547
-
$354,9230.0%$25.56
33

Other major holders of PYLD: BANK OF AMERICA CORP /DE/, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MORGAN STANLEY, LPL Financial LLC

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