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

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

North Dallas Bank & Trust Dallas, Texas $169M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return