Beta Wealth Group, Inc. PYLD Holdings History
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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