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 Q2	$353K	Sell	3,771 -120	-3%	-$11.2K	0.02%	407
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 $1.89T 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

Advisor OS's HYS Position: Q2 2026 in Review

Advisor OS reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 3.1% in Q2 2026, selling an estimated $11.2K and leaving 3,771 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #407.

Advisor OS first reported a position in HYS in Q1 2021 and has held it in 22 quarters since. The position peaked at $614K in Q2 2021. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Advisor OS held 3,771 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $353K as of Q2 2026.
Advisor OS sold 120 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $11.2K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Advisor OS's portfolio in Q2 2026, its #407 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 22 quarters since.
Advisor OS's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $614K in Q2 2021.
265 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 Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.