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

Creative Planning’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	$642K	Buy	6,880 +137	+2%	+$12.9K	﹤0.01%	2829
2025 Q4	$639K	Buy	+6,743	New	+$640K	﹤0.01%	2636
2023 Q4	–	Sell	-199	Closed	-$18K	–	2911
2023 Q3	$18K	Buy	+199	New	+$18.1K	﹤0.01%	2598
2022 Q2	–	Sell	-743	Closed	-$72K	–	2400
2022 Q1	$72K	Buy	+743	New	+$71.8K	﹤0.01%	2021
2019 Q4	–	Sell	-2,698	Closed	-$269K	–	2048
2019 Q3	$269K	Buy	+2,698	New	+$269K	﹤0.01%	1427
2018 Q4	–	Sell	-13,006	Closed	-$1.31M	–	2011
2018 Q3	$1.31M	Buy	13,006 +58	+0.4%	+$5.81K	﹤0.01%	645
2018 Q2	$1.29M	Sell	12,948 -6,258	-33%	-$626K	0.01%	614
2018 Q1	$1.91M	Buy	19,206 +1,919	+11%	+$192K	0.01%	474
2017 Q4	$1.74M	Sell	17,287 -2,509	-13%	-$253K	0.01%	500
2017 Q3	$2.01M	Sell	19,796 -411	-2%	-$41.6K	0.01%	460
2017 Q2	$2.05M	Sell	20,207 -50	-0.2%	-$5.06K	0.01%	429
2017 Q1	$2.05M	Buy	20,257 +238	+1%	+$23.9K	0.01%	417
2016 Q4	$2M	Buy	20,019 +889	+5%	+$88.1K	0.01%	405
2016 Q3	$1.9M	Sell	19,130 -532	-3%	-$52.2K	0.01%	389
2016 Q2	$1.9M	Sell	19,662 -187	-0.9%	-$17.8K	0.01%	344
2016 Q1	$1.84M	Sell	19,849 -2,746	-12%	-$248K	0.01%	329
2015 Q4	$2.07M	Buy	22,595 +7,892	+54%	+$746K	0.02%	303
2015 Q3	$1.39M	Buy	14,703 +1,085	+8%	+$106K	0.01%	384
2015 Q2	$1.36M	Sell	13,618 -1,524	-10%	-$155K	0.01%	387
2015 Q1	$1.54M	Buy	15,142 +9,437	+165%	+$958K	0.01%	343
2014 Q4	$575K	Sell	5,705 -11,130	-66%	-$1.15M	0.01%	640
2014 Q3	$1.75M	Buy	16,835 +804	+5%	+$84.8K	0.02%	270
2014 Q2	$1.71M	Buy	16,031 +14	+0.1%	+$1.5K	0.02%	257
2014 Q1	$1.71M	Sell	16,017 -1,920	-11%	-$205K	0.03%	230
2013 Q4	$1.91M	Sell	17,937 -86	-0.5%	-$9.12K	0.03%	188
2013 Q3	$1.89M	Sell	18,023 -1,034	-5%	-$108K	0.04%	159
2013 Q2	$1.96M	Buy	+19,057	New	+$2M	0.05%	134

Other funds holding HYS

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

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

LPL Financial San Diego, California $377B 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $94B AUM 20.14% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Creative Planning's HYS Position: Q1 2026 in Review

Creative Planning increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2% in Q1 2026, buying an estimated $12.9K and bringing the position to 6,880 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Creative Planning first reported a position in HYS in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.07M in Q4 2015. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Creative Planning held 6,880 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $642K as of Q1 2026.
Creative Planning bought 137 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $12.9K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2829 holding.
Creative Planning first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 27 quarters since.
Creative Planning's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.07M in Q4 2015.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.