CIA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return