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

Atria Investments’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
2025 Q2	–	Sell	-22,275	Closed	-$2.09M	–	2031
2025 Q1	$2.09M	Sell	22,275 -2,369	-10%	-$224K	0.03%	686
2024 Q4	$2.31M	Sell	24,644 -21,096	-46%	-$1.99M	0.03%	619
2024 Q3	$4.37M	Buy	45,740 +343	+0.8%	+$32.2K	0.05%	401
2024 Q2	$4.21M	Buy	45,397 +1,331	+3%	+$123K	0.05%	393
2024 Q1	$4.12M	Buy	44,066 +2,658	+6%	+$248K	0.06%	395
2023 Q4	$3.85M	Buy	41,408 +65	+0.2%	+$5.9K	0.06%	364
2023 Q3	$3.73M	Sell	41,343 -7,600	-16%	-$690K	0.07%	358
2023 Q2	$4.46M	Buy	48,943 +10,721	+28%	+$969K	0.08%	290
2023 Q1	$3.49M	Buy	+38,222	New	+$3.46M	0.07%	349
2022 Q1	–	Sell	-27,946	Closed	-$2.77M	–	896
2021 Q4	$2.77M	Sell	27,946 -974	-3%	-$96.2K	0.05%	437
2021 Q3	$2.87M	Buy	28,920 +16,288	+129%	+$1.62M	0.05%	405
2021 Q2	$1.26M	Buy	12,632 +2,016	+19%	+$200K	0.02%	682
2021 Q1	$1.05M	Sell	10,616 -2,775	-21%	-$273K	0.02%	685
2020 Q4	$1.31M	Buy	13,391 +657	+5%	+$63.1K	0.03%	570
2020 Q3	$1.2M	Buy	+12,734	New	+$1.19M	0.04%	509
2020 Q2	–	Sell	-16,603	Closed	-$1.42M	–	654
2020 Q1	$1.42M	Buy	16,603 +4,585	+38%	+$438K	0.11%	176
2019 Q4	$1.2M	Buy	12,018 +1,362	+13%	+$135K	0.03%	470
2019 Q3	$1.06M	Buy	10,656 +8,314	+355%	+$830K	0.04%	406
2019 Q2	$231K	Sell	2,342 -3,857	-62%	-$385K	0.01%	846
2019 Q1	$621K	Sell	6,199 -24,684	-80%	-$2.44M	0.03%	474
2018 Q4	$2.94M	Sell	30,883 -43,983	-59%	-$4.31M	0.13%	127
2018 Q3	$7.53M	Sell	74,866 -14,779	-16%	-$1.48M	0.3%	61
2018 Q2	$8.92M	Buy	89,645 +26,916	+43%	+$2.69M	0.39%	46
2018 Q1	$6.25M	Buy	62,729 +34,307	+121%	+$3.44M	0.3%	58
2017 Q4	$2.86M	Sell	28,422 -55,731	-66%	-$5.62M	0.14%	160
2017 Q3	$8.54M	Buy	84,153 +53,988	+179%	+$5.47M	0.47%	33
2017 Q2	$3.06M	Sell	30,165 -67,577	-69%	-$6.84M	0.19%	100
2017 Q1	$9.88M	Buy	97,742 +8,702	+10%	+$875K	0.64%	27
2016 Q4	$8.89M	Buy	89,040 +34,437	+63%	+$3.41M	0.68%	24
2016 Q3	$5.43M	Buy	54,603 +23,772	+77%	+$2.33M	0.5%	33
2016 Q2	$3M	Buy	+30,831	New	+$2.93M	0.32%	45
2016 Q1	–	Sell	-16,345	Closed	-$1.49M	–	457
2015 Q4	$1.49M	Buy	16,345 +1,169	+8%	+$111K	0.16%	92
2015 Q3	$1.44M	Sell	15,176 -47	-0.3%	-$4.61K	0.2%	78
2015 Q2	$1.52M	Buy	15,223 +1,332	+10%	+$135K	0.18%	79
2015 Q1	$1.41M	Buy	13,891 +55	+0.4%	+$5.58K	0.16%	94
2014 Q4	$1.4M	Buy	13,836 +306	+2%	+$31.6K	0.15%	112
2014 Q3	$1.4M	Sell	13,530 -2,011	-13%	-$212K	0.14%	119
2014 Q2	$1.66M	Sell	15,541 -2,016	-11%	-$215K	0.17%	115
2014 Q1	$1.87M	Sell	17,557 -10,168	-37%	-$1.08M	0.19%	103
2013 Q4	$2.95M	Buy	27,725 +2,381	+9%	+$253K	0.29%	56
2013 Q3	$2.66M	Buy	25,344 +7,189	+40%	+$751K	0.28%	60
2013 Q2	$1.86M	Buy	+18,155	New	+$1.9M	0.23%	66

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Atria Investments's HYS Position: Q2 2025 in Review

Atria Investments sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2025, closing a stake of 22,275 shares — an estimated $2.09M sold.

Atria Investments first reported a position in HYS in Q2 2013 and held it in 42 quarters. The position peaked at $9.88M in Q1 2017. 222 funds tracked by Wall St. Rank hold HYS as of Q2 2025.

Atria Investments reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 22,275 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $2.09M.
Atria Investments first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and held it in 42 quarters.
Atria Investments's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $9.88M in Q1 2017.
222 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.