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

Beacon Pointe 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	$10.7M	Buy	114,761 +4,400	+4%	+$411K	0.05%	323
2026 Q1	$10.3M	Buy	110,361 +4,993	+5%	+$471K	0.05%	309
2025 Q4	$9.99M	Buy	105,368 +56,634	+116%	+$5.38M	0.07%	257
2025 Q3	$4.66M	Buy	48,734 +4,884	+11%	+$464K	0.04%	365
2025 Q2	$4.17M	Sell	43,850 -3,575	-8%	-$333K	0.04%	349
2025 Q1	$4.44M	Buy	47,425 +42,768	+918%	+$4.04M	0.05%	320
2024 Q4	$436K	Sell	4,657 -566	-11%	-$53.5K	﹤0.01%	871
2024 Q3	$499K	Buy	5,223 +1	+0%	+$94	0.01%	857
2024 Q2	$484K	Sell	5,222 -99	-2%	-$9.16K	0.01%	879
2024 Q1	$497K	Sell	5,321 -1,097	-17%	-$102K	0.01%	915
2023 Q4	$597K	Sell	6,418 -308	-5%	-$28K	0.01%	840
2023 Q3	$607K	Buy	6,726 +1,002	+18%	+$91K	0.01%	806
2023 Q2	$522K	Sell	5,724 -1,453	-20%	-$131K	0.01%	705
2023 Q1	$655K	Buy	7,177 +1,532	+27%	+$139K	0.01%	676
2022 Q4	$504K	Sell	5,645 -80	-1%	-$7.16K	0.01%	682
2022 Q3	$499K	Hold	5,725	–	–	0.01%	639
2022 Q2	$506K	Sell	5,725 -429	-7%	-$39.7K	0.01%	644
2022 Q1	$592K	Buy	6,154 +122	+2%	+$11.8K	0.01%	763
2021 Q4	$598K	Hold	6,032	–	–	0.02%	509
2021 Q3	$599K	Buy	+6,032	New	+$599K	0.01%	504

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

Beacon Pointe Advisors's HYS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 4% in Q2 2026, buying an estimated $411K and bringing the position to 114,761 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #323.

Beacon Pointe Advisors first reported a position in HYS in Q3 2021 and has held it in 20 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Beacon Pointe Advisors held 114,761 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $10.7M as of Q2 2026.
Beacon Pointe Advisors bought 4,400 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $411K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #323 holding.
Beacon Pointe Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
264 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 Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.