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

CoreCap 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	$148K	Buy	1,584 +706	+80%	+$66K	﹤0.01%	970
2026 Q1	$81.9K	Buy	878 +277	+46%	+$26.1K	﹤0.01%	1104
2025 Q4	$57K	Buy	601 +53	+10%	+$5.03K	﹤0.01%	1268
2025 Q3	$52.4K	Buy	548 +533	+3,553%	+$50.6K	﹤0.01%	1309
2025 Q2	$1.43K	Hold	15	–	–	﹤0.01%	2371
2025 Q1	$1.41K	Hold	15	–	–	﹤0.01%	2449
2024 Q4	$1.41K	Hold	15	–	–	﹤0.01%	2309
2024 Q3	$1.45K	Hold	15	–	–	﹤0.01%	2226
2024 Q2	$1.41K	Sell	15 -152	-91%	-$14.1K	﹤0.01%	1364
2024 Q1	$15.6K	Buy	+167	New	+$15.6K	﹤0.01%	1585
2023 Q3	–	Sell	-2,951	Closed	-$269K	–	581
2023 Q2	$269K	Buy	+2,951	New	+$267K	0.02%	471
2022 Q4	$17.2K	Buy	+193	New	+$17.3K	﹤0.01%	1351
2022 Q3	–	Sell	-15	Closed	-$1K	–	1216
2022 Q2	$1K	Buy	+15	New	+$1.39K	﹤0.01%	1999
2022 Q1	–	Sell	-18	Closed	-$2K	–	1225
2021 Q4	$2K	Buy	+18	New	+$1.78K	﹤0.01%	1957

Other funds holding HYS

MAWAG

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

AIM

Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CoreCap Advisors's HYS Position: Q2 2026 in Review

CoreCap Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 80% in Q2 2026, buying an estimated $66K and bringing the position to 1,584 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

CoreCap Advisors first reported a position in HYS in Q4 2021 and has held it in 14 quarters since. The position peaked at $269K in Q2 2023. 35 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

CoreCap Advisors held 1,584 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $148K as of Q2 2026.
CoreCap Advisors bought 706 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $66K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #970 holding.
CoreCap Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $269K in Q2 2023.
35 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.