Coppell Advisory Solutions’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-861	Closed	-$81.1K	–	1022
2024 Q4	$81.1K	Sell	861 -54	-6%	-$5.11K	0.01%	468
2024 Q3	$87.4K	Sell	915 -1,101	-55%	-$103K	0.01%	420
2024 Q2	$187K	Buy	+2,016	New	+$186K	0.03%	270
2023 Q4	$333K	Sell	3,574 -443	-11%	-$40.2K	0.07%	192
2023 Q3	$359K	Buy	4,017 +844	+27%	+$76.7K	0.12%	129
2023 Q2	$288K	Sell	3,173 -302	-9%	-$27.3K	0.08%	154
2023 Q1	$315K	Sell	3,475 -542	-13%	-$49.1K	0.1%	153
2022 Q4	$359K	Buy	+4,017	New	+$360K	0.12%	131
2020 Q4	$274K	Buy	+2,794	New	+$268K	0.14%	136

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAWAG

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Coppell Advisory Solutions's HYS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 861 shares — an estimated $81.1K sold.

Coppell Advisory Solutions first reported a position in HYS in Q4 2020 and held it in 9 quarters. The position peaked at $359K in Q3 2023. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Coppell Advisory Solutions reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 861 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $81.1K.
Coppell Advisory Solutions first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 9 quarters.
Coppell Advisory Solutions's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $359K in Q3 2023.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.