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PYLD
8 quarters

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

Sequoia Financial Advisors, LLC holds 11M shares of PYLD (PIMCO ETF TR), worth $288.1M as of 2026-Q1. The position was increased (+16.2% shares). PYLD represents 1.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$288.1M

Current Shares

11M

Total Value Change

+$229.7M

Total Shares Change

+8.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
11M
+16.2%
$288.1M1.6%$26.70
56
2025-Q4
Increased
9.5M
+24.0%
$252.4M1.4%$26.61
59
2025-Q3
Increased
7.6M
+68.4%
$204.7M1.2%$26.05
71
2025-Q2
Increased
4.5M
+27.3%
$120.2M0.8%$25.33
53
2025-Q1
Increased
3.6M
+19.1%
$93.7M0.7%$24.83
50
2024-Q4
Increased
3M
+15.6%
$77.4M0.7%$24.25
48
2024-Q3
Increased
2.6M
+13.5%
$68.9M0.7%$24.41
47
2024-Q2
New
2.3M
-
$58.4M0.7%$23.12
57

Other major holders of PYLD: BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

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