Number of Shares
1.42 Mil
Current Holdings Value*
$37.44 Mil
% of Portfolio
13.45%
Total Estimate Gain
$835,976.87
% of Total Estimate Gain
1.85%

Beta Wealth Group, Inc.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Beta Wealth Group, Inc. held 1.42 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $37.44 Mil. This investment constitutes 13.45% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.77% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2023Q4. And since then Beta Wealth Group, Inc. has made 4 purchases of PYLD, at an average price of $25.76, for a total of 1.75 Mil shares. In addition, there have been 1 sales at an average price of $25.56 for 329,608.00 shares. Based on historical transaction data and PYLD's current price of $26.39, Beta Wealth Group, Inc.'s estimated gain on his PYLD holdings is $835,976.87, reflecting a 1.85% gain to date.

Beta Wealth Group, Inc. PYLD ($26.39) Holding Chart

Beta Wealth Group, Inc. PYLD ($26.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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