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

Arkadios Wealth Advisors’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	$1.93M	Sell	20,680 -3,112	-13%	-$291K	0.03%	552
2026 Q1	$2.22M	Buy	23,792 +11,979	+101%	+$1.13M	0.04%	473
2025 Q4	$1.12M	Buy	+11,813	New	+$1.12M	0.02%	649
2021 Q4	–	Sell	-262	Closed	-$26K	–	1115
2021 Q3	$26K	Sell	262 -119	-31%	-$11.8K	﹤0.01%	1115
2021 Q2	$38K	Sell	381 -135	-26%	-$13.4K	﹤0.01%	1017
2021 Q1	$51K	Buy	516 +160	+45%	+$15.7K	0.01%	684
2020 Q4	$34K	Buy	+356	New	+$34.2K	0.01%	632

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

Arkadios Wealth Advisors's HYS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 13% in Q2 2026, selling an estimated $291K and leaving 20,680 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #552.

Arkadios Wealth Advisors first reported a position in HYS in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.22M in Q1 2026. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Arkadios Wealth Advisors held 20,680 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.93M as of Q2 2026.
Arkadios Wealth Advisors sold 3,112 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $291K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #552 holding.
Arkadios Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and has held it in 7 quarters since.
Arkadios Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.22M in Q1 2026.
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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.