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

Curtis 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
2026
Q1 		$1.07M Buy
11,441
+175
+2% +$16.5K 0.23% 64
2025
Q4 		$1.07M Buy
11,266
+160
+1% +$15.2K 0.22% 62
2025
Q3 		$1.06M Buy
11,106
+103
+0.9% +$9.79K 0.24% 54
2025
Q2 		$1.05M Buy
11,003
+918
+9% +$85.4K 0.26% 51
2025
Q1 		$945K Buy
10,085
+601
+6% +$56.8K 0.28% 54
2024
Q4 		$888K Buy
9,484
+1,163
+14% +$110K 0.24% 52
2024
Q3 		$795K Buy
8,321
+261
+3% +$24.5K 0.23% 53
2024
Q2 		$747K Buy
8,060
+178
+2% +$16.5K 0.26% 48
2024
Q1 		$737K Buy
7,882
+427
+6% +$39.8K 0.29% 50
2023
Q4 		$694K Sell
7,455
-570
-7% -$51.7K 0.32% 45
2023
Q3 		$725K Sell
8,025
-109
-1% -$9.9K 0.24% 46
2023
Q2 		$742K Sell
8,134
-1,362
-14% -$123K 0.24% 41
2023
Q1 		$867K Sell
9,496
-270
-3% -$24.5K 0.32% 39
2022
Q4 		$872K Buy
9,766
+4,809
+97% +$430K 0.35% 35
2022
Q3 		$433K Buy
4,957
+1,582
+47% +$143K 0.18% 58
2022
Q2 		$299K Sell
3,375
-220
-6% -$20.4K 0.12% 68
2022
Q1 		$346K Hold
3,595
– – 0.12% 60
2021
Q4 		$356K Buy
3,595
+495
+16% +$48.9K 0.12% 63
2021
Q3 		$308K Buy
3,100
+1,089
+54% +$108K 0.11% 60
2021
Q2 		$201K Buy
+2,011
New +$200K 0.09% 73

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

Curtis Advisory Group's HYS Position: Q1 2026 in Review

Curtis Advisory Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.6% in Q1 2026, buying an estimated $16.5K and bringing the position to 11,441 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #64.

Curtis Advisory Group first reported a position in HYS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q4 2025. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

  • Curtis Advisory Group held 11,441 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.07M as of Q1 2026.
  • Curtis Advisory Group bought 175 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $16.5K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.23% of Curtis Advisory Group's portfolio in Q1 2026, its #64 holding.
  • Curtis Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2021 and has held it in 20 quarters since.
  • Curtis Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.07M in Q4 2025.
  • 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 Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.