WELLINGTON-ALTUS USA INC.’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

WELLINGTON-ALTUS USA INC.’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	$82.1K	Buy	880 +613	+230%	+$57.3K	0.06%	239
2026 Q1	$25K	Sell	267 -613	-70%	-$57.8K	0.01%	477
2025 Q4	$83.4K	Buy	+880	New	+$83.6K	0.06%	229

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

WELLINGTON-ALTUS USA INC.'s HYS Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 230% in Q2 2026, buying an estimated $57.3K and bringing the position to 880 shares worth $82.1K. The position accounts for 0.06% of the portfolio, ranked #239.

WELLINGTON-ALTUS USA INC. first reported a position in HYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.4K in Q4 2025. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

WELLINGTON-ALTUS USA INC. held 880 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $82.1K as of Q2 2026.
WELLINGTON-ALTUS USA INC. bought 613 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $57.3K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.06% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #239 holding.
WELLINGTON-ALTUS USA INC. 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.
WELLINGTON-ALTUS USA INC.'s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $83.4K in Q4 2025.
267 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 WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.