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

Csenge Advisory Group’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
Q3 		– Sell
-2,365
Closed -$222K – 724
2025
Q2 		$222K Sell
2,365
-364
-13% -$33.9K 0.01% 635
2025
Q1 		$251K Sell
2,729
-114
-4% -$10.8K 0.01% 578
2024
Q4 		$266K Buy
2,843
+90
+3% +$8.51K 0.01% 581
2024
Q3 		$261K Sell
2,753
-253
-8% -$23.8K 0.01% 601
2024
Q2 		$279K Sell
3,006
-32
-1% -$2.96K 0.02% 543
2024
Q1 		$284K Sell
3,038
-253
-8% -$23.6K 0.02% 564
2023
Q4 		$306K Buy
3,291
+343
+12% +$31.1K 0.02% 517
2023
Q3 		$266K Buy
2,948
+64
+2% +$5.81K 0.02% 517
2023
Q2 		$263K Buy
2,884
+363
+14% +$32.8K 0.02% 530
2023
Q1 		$230K Sell
2,521
-11,438
-82% -$1.04M 0.02% 521
2022
Q4 		$1.25M Buy
+13,959
New +$1.25M 0.1% 184
2022
Q1 		– Sell
-13,377
Closed -$1.33M – 651
2021
Q4 		$1.33M Buy
13,377
+96
+0.7% +$9.48K 0.12% 149
2021
Q3 		$1.32M Sell
13,281
-96
-0.7% -$9.54K 0.11% 166
2021
Q2 		$1.33M Sell
13,377
-185
-1% -$18.4K 0.12% 149
2021
Q1 		$1.34M Buy
13,562
+434
+3% +$42.7K 0.14% 115
2020
Q4 		$1.29M Sell
13,128
-506
-4% -$48.6K 0.15% 108
2020
Q3 		$1.28M Buy
+13,634
New +$1.28M 0.18% 96
2020
Q2 		– Sell
-19,134
Closed -$1.64M – 392
2020
Q1 		$1.64M Buy
19,134
+9,685
+102% +$926K 0.43% 52
2019
Q4 		$942K Buy
9,449
+253
+3% +$25.1K 0.24% 92
2019
Q3 		$917K Buy
+9,196
New +$918K 0.25% 87
2019
Q2 		– Sell
-3,131
Closed -$313K – 205
2019
Q1 		$313K Buy
+3,131
New +$309K 0.11% 142

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
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 $277M AUM 6.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Csenge Advisory Group's HYS Position: Q3 2025 in Review

Csenge Advisory Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2025, closing a stake of 2,365 shares — an estimated $222K sold.

Csenge Advisory Group first reported a position in HYS in Q1 2019 and held it in 21 quarters. The position peaked at $1.64M in Q1 2020. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

  • Csenge Advisory Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 2,365 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $222K.
  • Csenge Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and held it in 21 quarters.
  • Csenge Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.64M in Q1 2020.
  • 235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.