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

Advisornet Financial’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	$181K	Sell	1,937 -211	-10%	-$19.7K	0.01%	684
2026 Q1	$200K	Buy	2,148 +13	+0.6%	+$1.23K	0.01%	612
2025 Q4	$202K	Buy	2,135 +11	+0.5%	+$1.04K	0.01%	607
2025 Q3	$203K	Sell	2,124 -349	-14%	-$33.2K	0.01%	598
2025 Q2	$235K	Buy	2,473 +398	+19%	+$37K	0.02%	528
2025 Q1	$194K	Buy	+2,075	New	+$196K	0.01%	552
2024 Q1	–	Sell	-20	Closed	-$1.86K	–	2258
2023 Q4	$1.86K	Hold	20	–	–	﹤0.01%	1732
2023 Q3	$1.81K	Sell	20 -35	-64%	-$3.18K	﹤0.01%	1663
2023 Q2	$5.01K	Hold	55	–	–	﹤0.01%	1499
2023 Q1	$5.02K	Sell	55 -275	-83%	-$24.9K	﹤0.01%	1479
2022 Q4	$29.5K	Sell	330 -85	-20%	-$7.61K	﹤0.01%	935
2022 Q3	$36K	Buy	+415	New	+$37.6K	﹤0.01%	939
2022 Q2	–	Sell	-20	Closed	-$2K	–	1991
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	1787
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	1814
2021 Q3	$2K	Sell	20 -14	-41%	-$1.39K	﹤0.01%	1753
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	1642
2021 Q1	$3K	Hold	34	–	–	﹤0.01%	1594
2020 Q4	$3K	Buy	34 +14	+70%	+$1.34K	﹤0.01%	1507
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	1570
2020 Q2	$2K	Buy	20 +15	+300%	+$1.34K	﹤0.01%	1597
2020 Q1	$0	Sell	5 -44	-90%	-$4.21K	﹤0.01%	1848
2019 Q4	$5K	Hold	49	–	–	﹤0.01%	1537
2019 Q3	$5K	Hold	49	–	–	﹤0.01%	1554
2019 Q2	$5K	Buy	49 +44	+880%	+$4.4K	﹤0.01%	1387
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	1500
2018 Q4	$0	Hold	5	–	–	﹤0.01%	1509
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	1410
2018 Q2	$0	Hold	5	–	–	﹤0.01%	1607
2018 Q1	$0	Hold	5	–	–	﹤0.01%	1426
2017 Q4	$1K	Buy	+5	New	+$504	﹤0.01%	1218

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

Advisornet Financial's HYS Position: Q2 2026 in Review

Advisornet Financial reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 9.8% in Q2 2026, selling an estimated $19.7K and leaving 1,937 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #684.

Advisornet Financial first reported a position in HYS in Q4 2017 and has held it in 30 quarters since. The position peaked at $235K in Q2 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Advisornet Financial held 1,937 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $181K as of Q2 2026.
Advisornet Financial sold 211 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $19.7K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #684 holding.
Advisornet Financial first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and has held it in 30 quarters since.
Advisornet Financial's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $235K in Q2 2025.
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 Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.