Envestnet Portfolio Solutions’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-3,250	Closed	-$308K	–	1389
2025 Q4	$308K	Buy	3,250 +823	+34%	+$78.2K	﹤0.01%	1268
2025 Q3	$232K	Buy	+2,427	New	+$231K	﹤0.01%	1365
2023 Q4	–	Sell	-16,386	Closed	-$1.48M	–	1567
2023 Q3	$1.48M	Buy	+16,386	New	+$1.49M	0.01%	638

Other funds holding HYS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 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 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

Envestnet Portfolio Solutions's HYS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2026, closing a stake of 3,250 shares — an estimated $308K sold.

Envestnet Portfolio Solutions first reported a position in HYS in Q3 2023 and held it in 3 quarters. The position peaked at $1.48M in Q3 2023. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,250 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $308K.
Envestnet Portfolio Solutions first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 3 quarters.
Envestnet Portfolio Solutions's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.48M in Q3 2023.
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 Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.