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

Concurrent Investment 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
2026 Q2	$2.77M	Buy	29,584 +540	+2%	+$50.5K	0.02%	615
2026 Q1	$2.71M	Sell	29,044 -2,993	-9%	-$282K	0.03%	521
2025 Q4	$3.04M	Buy	32,037 +2,367	+8%	+$225K	0.03%	454
2025 Q3	$2.84M	Buy	29,670 +1,725	+6%	+$164K	0.05%	371
2025 Q2	$2.66M	Buy	27,945 +844	+3%	+$78.6K	0.05%	361
2025 Q1	$2.54M	Buy	27,101 +6,918	+34%	+$653K	0.06%	324
2024 Q4	$1.89M	Buy	20,183 +1,372	+7%	+$130K	0.05%	336
2024 Q3	$1.8M	Buy	18,811 +1,918	+11%	+$180K	0.05%	343
2024 Q2	$1.57M	Buy	16,893 +2,853	+20%	+$264K	0.05%	337
2024 Q1	$1.31M	Buy	14,040 +6,936	+98%	+$646K	0.05%	325
2023 Q4	$661K	Buy	+7,104	New	+$645K	0.03%	423

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

Concurrent Investment Advisors's HYS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.9% in Q2 2026, buying an estimated $50.5K and bringing the position to 29,584 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #615.

Concurrent Investment Advisors first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q4 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Concurrent Investment Advisors held 29,584 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $2.77M as of Q2 2026.
Concurrent Investment Advisors bought 540 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $50.5K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #615 holding.
Concurrent Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3.04M in Q4 2025.
264 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.