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 Q2	$4.1M	Buy	43,808 +4,277	+11%	+$400K	0.86%	43
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 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

Financial & Tax Architects's HYS Position: Q2 2026 in Review

Financial & Tax Architects increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 11% in Q2 2026, buying an estimated $400K and bringing the position to 43,808 shares worth $4.1M. The position accounts for 0.86% of the portfolio, ranked #43.

Financial & Tax Architects first reported a position in HYS in Q1 2021 and has held it in 19 quarters since. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Financial & Tax Architects held 43,808 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.1M as of Q2 2026.
Financial & Tax Architects bought 4,277 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $400K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.86% of Financial & Tax Architects's portfolio in Q2 2026, its #43 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 19 quarters since.
265 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 Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.