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

BHK Investment 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 		$4.06M Buy
43,400
+500
+1% +$46.8K 1.21% 16
2026
Q1 		$4M Sell
42,900
-750
-2% -$70.7K 1.34% 16
2025
Q4 		$4.14M Buy
43,650
+1,800
+4% +$171K 1.36% 16
2025
Q3 		$4M Hold
41,850
– – 1.5% 16
2025
Q2 		$3.98M Buy
41,850
+800
+2% +$74.5K 1.56% 16
2025
Q1 		$3.84M Buy
41,050
+5,700
+16% +$538K 1.63% 15
2024
Q4 		$3.31M Buy
35,350
+700
+2% +$66.2K 1.24% 15
2024
Q3 		$3.31M Sell
34,650
-850
-2% -$79.8K 1.23% 15
2024
Q2 		$3.29M Sell
35,500
-500
-1% -$46.2K 1.29% 15
2024
Q1 		$3.37M Buy
36,000
+18,950
+111% +$1.76M 1.29% 15
2023
Q4 		$1.59M Sell
17,050
-18,050
-51% -$1.64M 0.91% 15
2023
Q3 		$3.17M Sell
35,100
-9,381
-21% -$852K 1.46% 15
2023
Q2 		$4.06M Sell
44,481
-4,100
-8% -$371K 1.74% 14
2023
Q1 		$4.44M Sell
48,581
-700
-1% -$63.4K 1.94% 11
2022
Q4 		$4.4M Sell
49,281
-8,750
-15% -$783K 2.47% 11
2022
Q3 		$5.07M Sell
58,031
-950
-2% -$86K 2.55% 9
2022
Q2 		$5.22M Buy
58,981
+2,750
+5% +$254K 2.35% 10
2022
Q1 		$5.41M Sell
56,231
-1,250
-2% -$121K 2.26% 12
2021
Q4 		$5.7M Sell
57,481
-2,700
-4% -$267K 2.25% 12
2021
Q3 		$5.97M Buy
60,181
+6,350
+12% +$631K 2.46% 9
2021
Q2 		$5.38M Buy
53,831
+1,950
+4% +$194K 2.2% 12
2021
Q1 		$5.1M Hold
51,881
– – 2.37% 13
2020
Q4 		$5.1M Buy
51,881
+50
+0.1% +$4.8K 2.38% 13
2020
Q3 		$4.86M Buy
51,831
+2,350
+5% +$220K 2.74% 12
2020
Q2 		$4.52M Buy
49,481
+3,850
+8% +$344K 2.67% 13
2020
Q1 		$3.91M Buy
45,631
+17,344
+61% +$1.66M 2.79% 13
2019
Q4 		$2.82M Buy
28,287
+1,216
+4% +$121K 1.61% 14
2019
Q3 		$2.7M Sell
27,071
-1,100
-4% -$110K 1.56% 14
2019
Q2 		$2.83M Sell
28,171
-12,244
-30% -$1.22M 1.61% 14
2019
Q1 		$4.05M Sell
40,415
-56,350
-58% -$5.56M 2.46% 12
2018
Q4 		$4.51M Buy
96,765
+47,625
+97% +$4.67M 3.39% 11
2018
Q3 		$4.95M Sell
49,140
-125
-0.3% -$12.5K 3.33% 11
2018
Q2 		$4.9M Buy
49,265
+4,881
+11% +$488K 3.41% 11
2018
Q1 		$4.42M Sell
44,384
-716
-2% -$71.8K 3.26% 12
2017
Q4 		$4.53M Buy
+45,100
New +$4.55M 3.82% 11

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
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

BHK Investment Advisors's HYS Position: Q2 2026 in Review

BHK Investment Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.2% in Q2 2026, buying an estimated $46.8K and bringing the position to 43,400 shares worth $4.06M. The position accounts for 1.21% of the portfolio, ranked #16.

BHK Investment Advisors first reported a position in HYS in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.97M in Q3 2021. 266 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • BHK Investment Advisors held 43,400 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.06M as of Q2 2026.
  • BHK Investment Advisors bought 500 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $46.8K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 1.21% of BHK Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • BHK Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and has held it in 35 quarters since.
  • BHK Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5.97M in Q3 2021.
  • 266 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 BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.