Bartlett & Co Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-300	Closed	-$28K	–	1348
2026 Q1	$28K	Hold	300	–	–	﹤0.01%	770
2025 Q4	$28.6K	Hold	300	–	–	﹤0.01%	755
2025 Q3	$28.7K	Hold	300	–	–	﹤0.01%	763
2025 Q2	$28.5K	Hold	300	–	–	﹤0.01%	752
2025 Q1	$28.1K	Hold	300	–	–	﹤0.01%	761
2024 Q4	$28.3K	Hold	300	–	–	﹤0.01%	755
2024 Q3	$28.6K	Hold	300	–	–	﹤0.01%	756
2024 Q2	$27.8K	Hold	300	–	–	﹤0.01%	766
2024 Q1	$28K	Hold	300	–	–	﹤0.01%	759
2023 Q4	$28.1K	Hold	300	–	–	﹤0.01%	805
2023 Q3	$27.1K	Sell	300 -53	-15%	-$4.81K	﹤0.01%	756
2023 Q2	$32.2K	Buy	353 +53	+18%	+$4.79K	﹤0.01%	741
2023 Q1	$27.4K	Hold	300	–	–	﹤0.01%	661
2022 Q4	$26.9K	Sell	300 -500	-63%	-$44.8K	﹤0.01%	666
2022 Q3	$69.9K	Hold	800	–	–	﹤0.01%	512
2022 Q2	$70.8K	Hold	800	–	–	﹤0.01%	519
2022 Q1	$77K	Buy	+800	New	+$77.3K	﹤0.01%	521
2021 Q4	–	Sell	-1,300	Closed	-$129K	–	616
2021 Q3	$129K	Hold	1,300	–	–	﹤0.01%	381
2021 Q2	$130K	Hold	1,300	–	–	﹤0.01%	376
2021 Q1	$129K	Hold	1,300	–	–	﹤0.01%	380
2020 Q4	$128K	Hold	1,300	–	–	﹤0.01%	376
2020 Q3	$122K	Hold	1,300	–	–	﹤0.01%	362
2020 Q2	$119K	Hold	1,300	–	–	﹤0.01%	365
2020 Q1	$111K	Buy	+1,300	New	+$124K	﹤0.01%	355
2019 Q4	–	Sell	-53	Closed	-$5.29K	–	872
2019 Q3	$5.29K	Buy	+53	New	+$5.29K	﹤0.01%	773

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

Bartlett & Co Wealth Management's HYS Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026, closing a stake of 300 shares — an estimated $28K sold.

Bartlett & Co Wealth Management first reported a position in HYS in Q3 2019 and held it in 25 quarters. The position peaked at $130K in Q2 2021. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 300 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $28K.
Bartlett & Co Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2019 and held it in 25 quarters.
Bartlett & Co Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $130K 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 Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.