Brown Financial Advisory’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Brown Financial Advisory’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
2025 Q4	–	Sell	-2,158	Closed	-$206K	–	57
2025 Q3	$206K	Hold	2,158	–	–	0.11%	55
2025 Q2	$205K	Buy	+2,158	New	+$201K	0.11%	55

Other funds holding HYS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Brown Financial Advisory's HYS Position: Q4 2025 in Review

Brown Financial Advisory sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2025, closing a stake of 2,158 shares — an estimated $206K sold.

Brown Financial Advisory first reported a position in HYS in Q2 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2025.

Brown Financial Advisory reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Brown Financial Advisory sold 2,158 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $206K.
Brown Financial Advisory first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
Brown Financial Advisory's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $206K in Q3 2025.
236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Brown Financial Advisory's 13F filing for Q4 2025, filed 29 Jan 2026.