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

Beacon Bridge Wealth Partners’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	-2,256	Closed	-$210K	–	109
2026 Q1	$210K	Hold	2,256	–	–	0.07%	98
2025 Q4	$214K	Sell	2,256 -249	-10%	-$23.6K	0.07%	92
2025 Q3	$240K	Hold	2,505	–	–	0.09%	85
2025 Q2	$238K	Sell	2,505 -1,016	-29%	-$94.6K	0.09%	79
2025 Q1	$330K	Sell	3,521 -295	-8%	-$27.9K	0.14%	72
2024 Q4	$357K	Sell	3,816 -1,329	-26%	-$126K	0.15%	70
2024 Q3	$491K	Sell	5,145 -1,073	-17%	-$101K	0.21%	60
2024 Q2	$576K	Sell	6,218 -1,211	-16%	-$112K	0.26%	58
2024 Q1	$694K	Sell	7,429 -2,662	-26%	-$248K	0.33%	52
2023 Q4	$939K	Sell	10,091 -1,028	-9%	-$93.3K	0.47%	45
2023 Q3	$1M	Sell	11,119 -210	-2%	-$19.1K	0.53%	38
2023 Q2	$1.03M	Buy	11,329 +27	+0.2%	+$2.44K	0.53%	32
2023 Q1	$1.03M	Buy	11,302 +894	+9%	+$81K	0.62%	29
2022 Q4	$929K	Buy	+10,408	New	+$932K	0.68%	26

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Beacon Bridge Wealth Partners's HYS Position: Q2 2026 in Review

Beacon Bridge Wealth Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026, closing a stake of 2,256 shares — an estimated $210K sold.

Beacon Bridge Wealth Partners first reported a position in HYS in Q4 2022 and held it in 14 quarters. The position peaked at $1.03M in Q2 2023. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Beacon Bridge Wealth Partners 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.
Beacon Bridge Wealth Partners sold 2,256 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $210K.
Beacon Bridge Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2022 and held it in 14 quarters.
Beacon Bridge Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.03M in Q2 2023.
267 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 Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.