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

Cerity 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
2026 Q2	$2.46M	Buy	26,275 +14,950	+132%	+$1.4M	﹤0.01%	1476
2026 Q1	$1.06M	Buy	+11,325	New	+$1.07M	﹤0.01%	1833
2025 Q4	–	Sell	-3,327	Closed	-$318K	–	2949
2025 Q3	$318K	Sell	3,327 -124	-4%	-$11.8K	﹤0.01%	2238
2025 Q2	$328K	Buy	3,451 +124	+4%	+$11.5K	﹤0.01%	2103
2025 Q1	$312K	Sell	3,327 -1,200	-27%	-$113K	﹤0.01%	2001
2024 Q4	$424K	Sell	4,527 -422	-9%	-$39.9K	﹤0.01%	1858
2024 Q3	$473K	Buy	4,949 +349	+8%	+$32.8K	﹤0.01%	1803
2024 Q2	$426K	Sell	4,600 -76	-2%	-$7.03K	﹤0.01%	1619
2024 Q1	$437K	Sell	4,676 -100	-2%	-$9.31K	﹤0.01%	1662
2023 Q4	$445K	Sell	4,776 -162	-3%	-$14.7K	﹤0.01%	1323
2023 Q3	$446K	Sell	4,938 -76	-2%	-$6.9K	﹤0.01%	1020
2023 Q2	$457K	Sell	5,014 -479	-9%	-$43.3K	﹤0.01%	1219
2023 Q1	$502K	Sell	5,493 -302	-5%	-$27.4K	﹤0.01%	1285
2022 Q4	$518K	Buy	+5,795	New	+$519K	﹤0.01%	937

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

Cerity Partners's HYS Position: Q2 2026 in Review

Cerity Partners increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 132% in Q2 2026, buying an estimated $1.4M and bringing the position to 26,275 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Cerity Partners first reported a position in HYS in Q4 2022 and has held it in 14 quarters since. 242 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Cerity Partners held 26,275 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $2.46M as of Q2 2026.
Cerity Partners bought 14,950 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.4M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1476 holding.
Cerity Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
242 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.