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

Burt Wealth 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
2025
Q3 		$472K Sell
4,929
-53
-1% -$5.04K 0.12% 70
2025
Q2 		$473K Buy
4,982
+382
+8% +$35.6K 0.11% 71
2025
Q1 		$431K Buy
4,600
+471
+11% +$44.5K 0.11% 67
2024
Q4 		$387K Buy
4,129
+171
+4% +$16.2K 0.1% 75
2024
Q3 		$378K Buy
3,958
+451
+13% +$42.4K 0.09% 78
2024
Q2 		$325K Sell
3,507
-537
-13% -$49.7K 0.09% 81
2024
Q1 		$378K Buy
4,044
+891
+28% +$83K 0.1% 80
2023
Q4 		$293K Sell
3,153
-646
-17% -$58.6K 0.08% 84
2023
Q3 		$343K Buy
3,799
+30
+0.8% +$2.73K 0.11% 72
2023
Q2 		$344K Buy
3,769
+47
+1% +$4.25K 0.1% 74
2023
Q1 		$340K Sell
3,722
-3,025
-45% -$274K 0.11% 74
2022
Q4 		$602K Sell
6,747
-27,869
-81% -$2.49M 0.2% 47
2022
Q3 		$3.02M Buy
34,616
+26,101
+307% +$2.36M 1.21% 13
2022
Q2 		$754K Buy
8,515
+4,429
+108% +$410K 0.26% 30
2022
Q1 		$393K Buy
4,086
+51
+1% +$4.93K 0.12% 64
2021
Q4 		$400K Buy
4,035
+88
+2% +$8.69K 0.13% 57
2021
Q3 		$392K Buy
3,947
+145
+4% +$14.4K 0.13% 60
2021
Q2 		$380K Buy
3,802
+298
+9% +$29.6K 0.14% 59
2021
Q1 		$348K Sell
3,504
-150
-4% -$14.8K 0.13% 62
2020
Q4 		$359K Buy
3,654
+120
+3% +$11.5K 0.12% 60
2020
Q3 		$332K Buy
3,534
+30
+0.9% +$2.81K 0.12% 62
2020
Q2 		$320K Sell
3,504
-2,656
-43% -$237K 0.13% 58
2020
Q1 		$528K Sell
6,160
-10,898
-64% -$1.04M 0.24% 32
2019
Q4 		$1.7M Buy
17,058
+8,733
+105% +$866K 0.66% 19
2019
Q3 		$830K Sell
8,325
-135
-2% -$13.5K 0.34% 27
2019
Q2 		$849K Sell
8,460
-265
-3% -$26.5K 0.37% 23
2019
Q1 		$874K Sell
8,725
-9,169
-51% -$905K 0.39% 22
2018
Q4 		$1.7M Buy
17,894
+9,481
+113% +$929K 0.8% 17
2018
Q3 		$847K Buy
8,413
+989
+13% +$99.1K 0.38% 25
2018
Q2 		$739K Buy
7,424
+20
+0.3% +$2K 0.35% 24
2018
Q1 		$738K Buy
7,404
+67
+0.9% +$6.72K 0.38% 26
2017
Q4 		$737K Buy
7,337
+421
+6% +$42.5K 0.46% 24
2017
Q3 		$702K Sell
6,916
-337
-5% -$34.1K 0.46% 22
2017
Q2 		$735K Buy
7,253
+172
+2% +$17.4K 0.51% 20
2017
Q1 		$716K Sell
7,081
-2,044
-22% -$206K 0.52% 21
2016
Q4 		$911K Buy
9,125
+2,242
+33% +$222K 0.81% 19
2016
Q3 		$684K Sell
6,883
-209
-3% -$20.5K 0.73% 19
2016
Q2 		$686K Buy
7,092
+110
+2% +$10.5K 0.76% 17
2016
Q1 		$649K Sell
6,982
-36,997
-84% -$3.34M 0.59% 19
2015
Q4 		$4.03M Buy
43,979
+42,744
+3,461% +$4.04M 3.22% 9
2015
Q3 		$116K Buy
1,235
+180
+17% +$17.7K 0.14% 77
2015
Q2 		$115K Buy
1,055
+65
+7% +$6.61K 0.13% 93
2015
Q1 		$100K Buy
990
+334
+51% +$33.9K 0.1% 93
2014
Q4 		$66K Buy
+656
New +$67.7K 0.07% 122

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Burt Wealth Advisors's HYS Position: Q3 2025 in Review

Burt Wealth Advisors reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.1% in Q3 2025, selling an estimated $5.04K and leaving 4,929 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #70.

Burt Wealth Advisors first reported a position in HYS in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.03M in Q4 2015. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

  • Burt Wealth Advisors held 4,929 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $472K as of Q3 2025.
  • Burt Wealth Advisors sold 53 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $5.04K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.12% of Burt Wealth Advisors's portfolio in Q3 2025, its #70 holding.
  • Burt Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4.03M in Q4 2015.
  • 235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.