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 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%	+$9.79K	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 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 $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Curtis Advisory Group's HYS Position: Q2 2026 in Review

Curtis Advisory Group reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.97% in Q2 2026, selling an estimated $10.4K and leaving 11,330 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #68.

Curtis Advisory Group first reported a position in HYS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q4 2025. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Curtis Advisory Group held 11,330 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.06M as of Q2 2026.
Curtis Advisory Group sold 111 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $10.4K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.21% of Curtis Advisory Group's portfolio in Q2 2026, its #68 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 21 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.
265 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 Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.