Everett Harris & Co’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Everett Harris & Co’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	$213K	Hold	2,279	–	–	﹤0.01%	275
2026 Q1	$213K	Hold	2,279	–	–	﹤0.01%	309
2025 Q4	$216K	Buy	+2,279	New	+$216K	﹤0.01%	312

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

Everett Harris & Co's HYS Position: Q2 2026 in Review

Everett Harris & Co held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 2,279 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Everett Harris & Co first reported a position in HYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Everett Harris & Co held 2,279 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $213K as of Q2 2026.
Everett Harris & Co left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #275 holding.
Everett Harris & Co first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Everett Harris & Co's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $216K in Q4 2025.
264 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 Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.