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 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 $1.66T 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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Beacon Bridge Wealth Partners's HYS Position: Q1 2026 in Review

Beacon Bridge Wealth Partners held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q1 2026 at 2,256 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #98.

Beacon Bridge Wealth Partners first reported a position in HYS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2023. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Beacon Bridge Wealth Partners held 2,256 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $210K as of Q1 2026.
Beacon Bridge Wealth Partners left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.07% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #98 holding.
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 has held it in 14 quarters since.
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.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.