Visionary Wealth Advisors PYLD holdings history
PIMCO MULTISECTOR BOND ACTV · CUSIP 72201R585 · CIK 1802984
As of 2026-06-30, Visionary Wealth Advisors reported 1.08M PYLD (shares), valued at $28.70M, or 1.13% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 6.89%; reported value decreased 5.75%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.13% | 1,082,344 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.35% | 1,162,463 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 1.33% | 1,103,129 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.34% | 1,069,833 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.25% | 920,747 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 0.71% | 450,899 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.18% | 117,362 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.14% | 87,054 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.14% | 87,054 | $2.32M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.18% | 117,362 | $3.04M | Shares increased 34.82%; reported value increased 31.12%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.71% | 450,899 | $11.88M | Shares increased 284.20%; reported value increased 290.57%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.25% | 920,747 | $24.44M | Shares increased 104.20%; reported value increased 105.67%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.34% | 1,069,833 | $28.71M | Shares increased 16.19%; reported value increased 17.51%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.33% | 1,103,129 | $29.43M | Shares increased 3.11%; reported value increased 2.50%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.35% | 1,162,463 | $30.46M | Shares increased 5.38%; reported value increased 3.48%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.13% | 1,082,344 | $28.70M | Shares decreased 6.89%; reported value decreased 5.75%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.