Bellevue Asset Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Bellevue Asset 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	$22.4K	Hold	240	–	–	0.01%	241
2026 Q1	$22.4K	Hold	240	–	–	0.01%	230
2025 Q4	$22.8K	Hold	240	–	–	0.01%	227
2025 Q3	$23K	Hold	240	–	–	0.01%	224
2025 Q2	$22.8K	Hold	240	–	–	0.01%	225
2025 Q1	$22.5K	Hold	240	–	–	0.01%	224
2024 Q4	$22.5K	Hold	240	–	–	0.01%	229
2024 Q3	$22.9K	Hold	240	–	–	0.01%	221
2024 Q2	$22.2K	Hold	240	–	–	0.01%	218
2024 Q1	$22.4K	Hold	240	–	–	0.01%	216
2023 Q4	$22.3K	Sell	240 -150	-38%	-$13.6K	0.02%	220
2023 Q3	$35.2K	Hold	390	–	–	0.02%	170
2023 Q2	$35.6K	Hold	390	–	–	0.02%	174
2023 Q1	$35.6K	Hold	390	–	–	0.02%	175
2022 Q4	$34.7K	Hold	390	–	–	0.03%	177
2022 Q3	$34K	Hold	390	–	–	0.03%	183
2022 Q2	$35K	Hold	390	–	–	0.03%	184
2022 Q1	$38K	Sell	390 -50	-11%	-$4.83K	0.02%	196
2021 Q4	$44K	Hold	440	–	–	0.03%	188
2021 Q3	$44K	Hold	440	–	–	0.03%	187
2021 Q2	$44K	Hold	440	–	–	0.03%	187
2021 Q1	$44K	Hold	440	–	–	0.03%	183
2020 Q4	$43K	Hold	440	–	–	0.03%	187
2020 Q3	$41K	Hold	440	–	–	0.03%	179
2020 Q2	$40K	Hold	440	–	–	0.04%	180
2020 Q1	$38K	Hold	440	–	–	0.04%	194
2019 Q4	$44K	Buy	+440	New	+$43.6K	0.03%	164

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

Bellevue Asset Management's HYS Position: Q2 2026 in Review

Bellevue Asset Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 240 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #241.

Bellevue Asset Management first reported a position in HYS in Q4 2019 and has held it in 27 quarters since. The position peaked at $44K in Q4 2021. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Bellevue Asset Management held 240 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $22.4K as of Q2 2026.
Bellevue Asset Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #241 holding.
Bellevue Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $44K in Q4 2021.
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 Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.