Adamsbrown Wealth Consultants’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.48M	Buy	47,925 +21,735	+83%	+$2.03M	0.85%	23
2026 Q1	$2.44M	Buy	26,190 +2,590	+11%	+$244K	0.65%	29
2025 Q4	$2.24M	Buy	23,600 +2,021	+9%	+$192K	0.62%	27
2025 Q3	$2.06M	Buy	21,579 +1,756	+9%	+$167K	0.57%	27
2025 Q2	$1.88M	Buy	19,823 +1,836	+10%	+$171K	0.55%	25
2025 Q1	$1.68M	Buy	17,987 +1,758	+11%	+$166K	0.53%	27
2024 Q4	$1.52M	Buy	16,229 +2,269	+16%	+$215K	0.52%	25
2024 Q3	$1.33M	Buy	13,960 +2,967	+27%	+$279K	0.46%	26
2024 Q2	$1.02M	Buy	10,993 +678	+7%	+$62.7K	0.4%	28
2024 Q1	$964K	Sell	10,315 -1,134	-10%	-$106K	0.39%	30
2023 Q4	$1.07M	Buy	11,449 +2,299	+25%	+$209K	0.46%	24
2023 Q3	$826K	Buy	9,150 +1,738	+23%	+$158K	0.41%	31
2023 Q2	$676K	Buy	+7,412	New	+$670K	0.36%	32

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Adamsbrown Wealth Consultants's HYS Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 83% in Q2 2026, buying an estimated $2.03M and bringing the position to 47,925 shares worth $4.48M. The position accounts for 0.85% of the portfolio, ranked #23.

Adamsbrown Wealth Consultants first reported a position in HYS in Q2 2023 and has held it in 13 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Adamsbrown Wealth Consultants held 47,925 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.48M as of Q2 2026.
Adamsbrown Wealth Consultants bought 21,735 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.03M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.85% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #23 holding.
Adamsbrown Wealth Consultants first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
264 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.