ARBOR TRUST WEALTH ADVISORS, LLC PYLD — PIMCO ETF TR

Ownership history in ARBOR TRUST WEALTH ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

ARBOR TRUST WEALTH ADVISORS, LLC reported PIMCO ETF TR (PYLD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.96% in 2026 Q1. The latest visible filing shows PYLD at 2.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARBOR TRUST WEALTH ADVISORS, LLC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PYLD was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYLD stock page ARBOR TRUST WEALTH ADVISORS, LLC fund profile ARBOR TRUST WEALTH ADVISORS, LLC full holdings
How ARBOR TRUST WEALTH ADVISORS, LLC held PYLD — position size vs. price
% of Fund (quarterly)    PYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 257,324 +32,342 +14.4% 2.96% $6.7M 2026-04-29 $26.42
2025 Q4 ADDED — — — 224,982 +37,414 +19.9% 2.64% $6.0M 2026-02-05 $26.52
2025 Q3 ADDED — — — 187,568 +29,320 +18.5% 2.27% $5.0M 2025-11-10 $26.04
2025 Q2 REDUCED — — — 158,248 -8,307 -5.0% 2.05% $4.2M 2025-08-07 $25.39
2025 Q1 ADDED — — — 166,555 +75,483 +82.9% 2.06% $4.4M 2025-04-28 $24.58
2024 Q4 INITIATED — — — 91,072 — — 1.11% $2.4M 2025-01-16 $24.10

🏢 Other funds also holding PYLD

As of 2026 Q1 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 35.7% Sheridan Capital Management, LLC 17.98% Pinnacle Wealth Management, LLC 3Y 12.26% Sunflower Bank, N.A. 3Y 11.35% Family Investment Center, Inc. 3Y 10.75% EQ WEALTH ADVISORS, LLC 10.17% Mueller Wealth, LLC 9.68% RFG HOLDINGS, INC. 3Y 9.64% Waterway Wealth Management, LLC 9.17% RIVERCHASE WEALTH MANAGEMENT, LLC 8.92%

FAQ About ARBOR TRUST WEALTH ADVISORS, LLC and PYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARBOR TRUST WEALTH ADVISORS, LLC reported owning PYLD?

ARBOR TRUST WEALTH ADVISORS, LLC reported PYLD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PYLD position in ARBOR TRUST WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for PYLD was 2.96% in 2026 Q1.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q1, when ARBOR TRUST WEALTH ADVISORS, LLC reported 257,324 shares, equal to 2.96% of portfolio, with an estimated market value of $6.7M.

What does the chart on this PYLD ownership page compare?

The chart compares ARBOR TRUST WEALTH ADVISORS, LLC's quarterly PYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARBOR TRUST WEALTH ADVISORS, LLC time their PYLD position?

Based on 13F filing dates vs. subsequent PYLD price moves, ARBOR TRUST WEALTH ADVISORS, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PYLD relative to SPY over the holding period was -8.0%.

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