Blue Trust Inc’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Blue Trust Inc’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	$4.3K	Hold	46	–	–	﹤0.01%	2052
2026 Q1	$4.29K	Hold	46	–	–	﹤0.01%	2013
2025 Q4	$4.36K	Hold	46	–	–	﹤0.01%	2018
2025 Q3	$4.4K	Hold	46	–	–	﹤0.01%	2019
2025 Q2	$4.37K	Hold	46	–	–	﹤0.01%	2021
2025 Q1	$4.31K	Hold	46	–	–	﹤0.01%	2124
2024 Q4	$4.31K	Hold	46	–	–	﹤0.01%	2112
2024 Q3	$4.26K	Buy	+46	New	+$4.32K	﹤0.01%	2442
2023 Q2	–	Sell	-46	Closed	-$4K	–	2255
2023 Q1	$4K	Hold	46	–	–	﹤0.01%	1842
2022 Q4	$4K	Buy	+46	New	+$4.12K	﹤0.01%	1789
2022 Q3	–	Sell	-678	Closed	-$65K	–	2196
2022 Q2	$65K	Buy	+678	New	+$62.7K	﹤0.01%	622

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

Blue Trust Inc's HYS Position: Q2 2026 in Review

Blue Trust Inc held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 46 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Blue Trust Inc first reported a position in HYS in Q2 2022 and has held it in 11 quarters since. The position peaked at $65K in Q2 2022. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Blue Trust Inc held 46 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.3K as of Q2 2026.
Blue Trust Inc 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 Blue Trust Inc's portfolio in Q2 2026, its #2052 holding.
Blue Trust Inc first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and has held it in 11 quarters since.
Blue Trust Inc's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $65K in Q2 2022.
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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.