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

EverSource Wealth Advisors’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	$49K	Hold	524	–	–	﹤0.01%	1789
2026 Q1	$48.9K	Sell	524 -70	-12%	-$6.6K	﹤0.01%	1906
2025 Q4	$56.3K	Sell	594 -145	-20%	-$13.8K	﹤0.01%	1668
2025 Q3	$70.7K	Sell	739 -50	-6%	-$4.75K	﹤0.01%	1463
2025 Q2	$75K	Sell	789 -822	-51%	-$76.5K	﹤0.01%	1364
2025 Q1	$151K	Buy	1,611 +995	+162%	+$94K	0.01%	765
2024 Q4	$57.7K	Buy	616 +1	+0.2%	+$95	﹤0.01%	1125
2024 Q3	$58.8K	Hold	615	–	–	﹤0.01%	1001
2024 Q2	$57.8K	Buy	615 +269	+78%	+$24.9K	﹤0.01%	1022
2024 Q1	$31.9K	Buy	346 +111	+47%	+$10.3K	﹤0.01%	1167
2023 Q4	$21.9K	Hold	235	–	–	﹤0.01%	1201
2023 Q3	$21.2K	Hold	235	–	–	﹤0.01%	1107
2023 Q2	$21.4K	Hold	235	–	–	﹤0.01%	1132
2023 Q1	$21.5K	Hold	235	–	–	﹤0.01%	1060
2022 Q4	$21K	Buy	+235	New	+$21K	﹤0.01%	1053

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

EverSource Wealth Advisors's HYS Position: Q2 2026 in Review

EverSource Wealth Advisors held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 524 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

EverSource Wealth Advisors first reported a position in HYS in Q4 2022 and has held it in 15 quarters since. The position peaked at $151K in Q1 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

EverSource Wealth Advisors held 524 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $49K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #1789 holding.
EverSource Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $151K in Q1 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.