Curtis Advisory Group
HYS icon

Curtis Advisory Group’s PIMCO 0-5 Year High Yield Corporate Bond 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
Q3 		$1.02M Sell
11,321
-9
-0.1% -$832 0.19% 66
2026
Q2 		$1.06M Sell
11,330
-111
-1% -$10.4K 0.21% 68
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% +$9.8K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Curtis Advisory Group's HYS Position: Q3 2026 in Review

Curtis Advisory Group reduced its PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund (HYS) stake by 0.08% in Q3 2026, selling an estimated $832 and leaving 11,321 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #66.

Curtis Advisory Group first reported a position in HYS in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2025. 144 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

  • Curtis Advisory Group held 11,321 shares of PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund worth $1.02M as of Q3 2026.
  • Curtis Advisory Group sold 9 PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $832.
  • PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund made up 0.19% of Curtis Advisory Group's portfolio in Q3 2026, its #66 holding.
  • Curtis Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund in Q2 2021 and has held it in 22 quarters since.
  • Curtis Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund position peaked at $1.07M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.