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Darwin Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-7
Closed -$655 – 644
2025
Q1 		$655 Hold
7
– – ﹤0.01% 574
2024
Q4 		$655 Hold
7
– – ﹤0.01% 574
2024
Q3 		$669 Buy
+7
New +$657 ﹤0.01% 584

Other funds holding HYS

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Darwin Wealth Management's HYS Position: Q2 2025 in Review

Darwin Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2025, closing a stake of 7 shares — an estimated $655 sold.

Darwin Wealth Management first reported a position in HYS in Q3 2024 and held it in 3 quarters. The position peaked at $669 in Q3 2024. 222 funds tracked by Wall St. Rank hold HYS as of Q2 2025.

  • Darwin Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 7 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $655.
  • Darwin Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
  • Darwin Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $669 in Q3 2024.
  • 222 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.