Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

PYLDPYLD
12 quarters

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

NewEdge Advisors, LLC holds 6.4M shares of PYLD (PIMCO ETF TR), worth $171M as of 2026-Q2. The position was increased (+15.0% shares). PYLD represents 0.5% of NewEdge Advisors, LLC's portfolio.

Current Value

$171M

Current Shares

6.4M

Total Value Change

+$169.8M

Total Shares Change

+6.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.4M
+15.0%
$171M0.5%$26.10
49
2026-Q1
Increased
5.6M
+7.6%
$147M0.5%$25.42
46
2025-Q4
Increased
5.2M
+11.7%
$139.1M0.5%$25.66
48
2025-Q3
Increased
4.7M
+28.3%
$125.3M0.6%$25.20
53
2025-Q2
Increased
3.6M
+8.9%
$96.6M0.5%$24.54
39
2025-Q1
Increased
3.3M
+25.4%
$88.1M0.5%$24.01
52
2024-Q4
Increased
2.7M
+42.5%
$69.1M0.4%$23.42
47
2024-Q3
Increased
1.9M
+27.7%
$49.8M0.3%$23.56
44
2024-Q2
Increased
1.5M
+409.8%
$37.5M0.3%$22.34
56
2024-Q1
Increased
287,230
+0.3%
$7.4M0.1%$22.12
27
2023-Q4
Increased
286,246
+488.0%
$7.3M0.1%$21.84
44
2023-Q3
New
48,678
-
$1.2M0.0%$20.40
35

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used