Concord Investment Counsel’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Concord Investment Counsel’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	$446K	Buy	+4,770	New	+$446K	0.12%	36
2024 Q1	$1.24M	Buy	+13,278	New	+$1.24M	0.45%	30

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

Concord Investment Counsel's HYS Position: Q2 2026 in Review

Concord Investment Counsel opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026: 4,770 shares worth $446K. The stake represents 0.12% of the portfolio and ranks #36 among its holdings. This is a return to the name: Concord Investment Counsel previously reported a position in HYS as recently as Q1 2024.

Concord Investment Counsel first reported a position in HYS in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.24M in Q1 2024. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Concord Investment Counsel held 4,770 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $446K as of Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Concord Investment Counsel position in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.12% of Concord Investment Counsel's portfolio in Q2 2026, its #36 holding.
Concord Investment Counsel first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2024 and has held it in 2 quarters since.
Concord Investment Counsel's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.24M in Q1 2024.
267 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 Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.