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

Cherry Tree Wealth Management’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 Q1	$68.4K	Hold	733	–	–	0.01%	245
2025 Q4	$69.5K	Hold	733	–	–	0.01%	244
2025 Q3	$70.1K	Hold	733	–	–	0.02%	239
2025 Q2	$69.6K	Hold	733	–	–	0.02%	240
2025 Q1	$68.7K	Hold	733	–	–	0.02%	237
2024 Q4	$68.7K	Hold	733	–	–	0.02%	235
2024 Q3	$70K	Hold	733	–	–	0.02%	241
2024 Q2	$68K	Hold	733	–	–	0.02%	236
2024 Q1	$68.5K	Hold	733	–	–	0.02%	233
2023 Q4	$68.2K	Hold	733	–	–	0.02%	220
2023 Q3	$66.2K	Sell	733 -1,457	-67%	-$132K	0.02%	215
2023 Q2	$200K	Buy	+2,190	New	+$198K	0.06%	141

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Cherry Tree Wealth Management's HYS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q1 2026 at 733 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #245.

Cherry Tree Wealth Management first reported a position in HYS in Q2 2023 and has held it in 12 quarters since. The position peaked at $200K in Q2 2023. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Cherry Tree Wealth Management held 733 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $68.4K as of Q1 2026.
Cherry Tree Wealth Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #245 holding.
Cherry Tree Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $200K in Q2 2023.
245 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.