Consolidated Portfolio Review Corp’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-7,031	Closed	-$673K	–	195
2025 Q3	$673K	Buy	7,031 +4,842	+221%	+$460K	0.08%	230
2025 Q2	$208K	Buy	2,189 +37	+2%	+$3.44K	0.03%	423
2025 Q1	$202K	Hold	2,152	–	–	0.03%	368
2024 Q4	$202K	Sell	2,152 -27	-1%	-$2.55K	0.03%	357
2024 Q3	$208K	Hold	2,179	–	–	0.05%	293
2024 Q2	$202K	Hold	2,179	–	–	0.05%	282
2024 Q1	$204K	Sell	2,179 -33	-1%	-$3.07K	0.05%	268
2023 Q4	$206K	Sell	2,212 -49	-2%	-$4.45K	0.05%	280
2023 Q3	$204K	Sell	2,261 -54	-2%	-$4.91K	0.05%	295
2023 Q2	$211K	Sell	2,315 -547	-19%	-$49.4K	0.05%	292
2023 Q1	$261K	Buy	+2,862	New	+$259K	0.07%	228

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

OIA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Consolidated Portfolio Review Corp's HYS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2025, closing a stake of 7,031 shares — an estimated $673K sold.

Consolidated Portfolio Review Corp first reported a position in HYS in Q1 2023 and held it in 11 quarters. The position peaked at $673K in Q3 2025. 235 funds tracked by Wall St. Rank hold HYS as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,031 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $673K.
Consolidated Portfolio Review Corp first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $673K in Q3 2025.
235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.