Castleview Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Castleview Partners’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 Q1	–	Sell	-2,595	Closed	-$244K	–	345
2024 Q4	$244K	Buy	+2,595	New	+$245K	0.13%	168
2022 Q1	–	Sell	-36,472	Closed	-$368	–	846
2021 Q4	$368	Buy	+36,472	New	+$3.6M	﹤0.01%	577
2021 Q2	$48K	Buy	+481	New	+$47.8K	0.02%	425

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAWAG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Castleview Partners's HYS Position: Q1 2025 in Review

Castleview Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 2,595 shares — an estimated $244K sold.

Castleview Partners first reported a position in HYS in Q2 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2024. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Castleview Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 2,595 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $244K.
Castleview Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2021 and held it in 3 quarters.
Castleview Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $244K in Q4 2024.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.