Advisor OS’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Advisor OS’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 Q1	$363K	Sell	3,891 -82	-2%	-$7.73K	0.03%	384
2025 Q4	$377K	Hold	3,973	–	–	0.03%	343
2025 Q3	$380K	Hold	3,973	–	–	0.03%	318
2025 Q2	$377K	Hold	3,973	–	–	0.04%	304
2025 Q1	$372K	Sell	3,973 -1	-0%	-$94	0.04%	283
2024 Q4	$372K	Sell	3,974 -150	-4%	-$14.2K	0.04%	278
2024 Q3	$394K	Sell	4,124 -77	-2%	-$7.23K	0.04%	277
2024 Q2	$389K	Hold	4,201	–	–	0.04%	266
2024 Q1	$393K	Sell	4,201 -115	-3%	-$10.7K	0.05%	272
2023 Q4	$402K	Sell	4,316 -3	-0.1%	-$272	0.05%	232
2023 Q3	$390K	Hold	4,319	–	–	0.06%	204
2023 Q2	$394K	Hold	4,319	–	–	0.06%	213
2023 Q1	$394K	Sell	4,319 -63	-1%	-$5.71K	0.09%	177
2022 Q4	$391K	Hold	4,382	–	–	0.1%	163
2022 Q3	$382K	Hold	4,382	–	–	0.12%	150
2022 Q2	$388K	Sell	4,382 -81	-2%	-$7.49K	0.11%	159
2022 Q1	$430K	Sell	4,463 -1,681	-27%	-$162K	0.12%	157
2021 Q4	$609K	Hold	6,144	–	–	0.12%	150
2021 Q3	$610K	Hold	6,144	–	–	0.13%	139
2021 Q2	$614K	Hold	6,144	–	–	0.13%	123
2021 Q1	$609K	Buy	+6,144	New	+$604K	0.14%	107

Other funds holding HYS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $94B AUM 20.14% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Advisor OS's HYS Position: Q1 2026 in Review

Advisor OS reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.1% in Q1 2026, selling an estimated $7.73K and leaving 3,891 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #384.

Advisor OS first reported a position in HYS in Q1 2021 and has held it in 21 quarters since. The position peaked at $614K in Q2 2021. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Advisor OS held 3,891 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $363K as of Q1 2026.
Advisor OS sold 82 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $7.73K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.03% of Advisor OS's portfolio in Q1 2026, its #384 holding.
Advisor OS first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2021 and has held it in 21 quarters since.
Advisor OS's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $614K in Q2 2021.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.