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Financial & Tax Architects’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Financial & Tax Architects’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 		$3.69M Buy
39,531
+2,839
+8% +$268K 0.82% 47
2025
Q4 		$3.48M Buy
36,692
+669
+2% +$63.5K 0.78% 42
2025
Q3 		$3.45M Buy
36,023
+623
+2% +$59.2K 0.76% 42
2025
Q2 		$3.36M Sell
35,400
-1,328
-4% -$124K 0.82% 38
2025
Q1 		$3.44M Buy
36,728
+1,757
+5% +$166K 0.86% 37
2024
Q4 		$3.28M Buy
34,971
+2,410
+7% +$228K 0.83% 37
2024
Q3 		$3.11M Buy
32,561
+2,606
+9% +$245K 0.8% 37
2024
Q2 		$2.78M Buy
29,955
+2,021
+7% +$187K 0.74% 37
2024
Q1 		$2.61M Buy
27,934
+2,139
+8% +$199K 0.72% 39
2023
Q4 		$2.4M Buy
25,795
+17
+0.1% +$1.54K 0.71% 37
2023
Q3 		$2.33M Buy
25,778
+987
+4% +$89.7K 0.72% 38
2023
Q2 		$2.26M Sell
24,791
-5,367
-18% -$485K 0.7% 40
2023
Q1 		$2.75M Buy
+30,158
New +$2.73M 0.91% 38
2022
Q2 		– Sell
-24,566
Closed -$2.36M – 86
2022
Q1 		$2.36M Buy
24,566
+625
+3% +$60.4K 0.89% 40
2021
Q4 		$2.37M Buy
23,941
+557
+2% +$55K 0.97% 38
2021
Q3 		$2.32M Buy
23,384
+976
+4% +$96.9K 1.06% 36
2021
Q2 		$2.24M Buy
22,408
+1,180
+6% +$117K 1.1% 37
2021
Q1 		$2.11M Buy
+21,228
New +$2.09M 1.18% 36

Other funds holding HYS

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

Financial & Tax Architects's HYS Position: Q1 2026 in Review

Financial & Tax Architects increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 7.7% in Q1 2026, buying an estimated $268K and bringing the position to 39,531 shares worth $3.69M. The position accounts for 0.82% of the portfolio, ranked #47.

Financial & Tax Architects first reported a position in HYS in Q1 2021 and has held it in 18 quarters since. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

  • Financial & Tax Architects held 39,531 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $3.69M as of Q1 2026.
  • Financial & Tax Architects bought 2,839 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $268K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.82% of Financial & Tax Architects's portfolio in Q1 2026, its #47 holding.
  • Financial & Tax Architects first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2021 and has held it in 18 quarters since.
  • 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 Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.