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

Foundations Investment 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
2025 Q1	–	Sell	-2,830	Closed	-$265K	–	889
2024 Q4	$265K	Sell	2,830 -251	-8%	-$23.7K	0.01%	690
2024 Q3	$294K	Sell	3,081 -473	-13%	-$44.4K	0.01%	636
2024 Q2	$329K	Buy	3,554 +55	+2%	+$5.09K	0.01%	585
2024 Q1	$327K	Sell	3,499 -397	-10%	-$37K	0.01%	561
2023 Q4	$363K	Sell	3,896 -614	-14%	-$55.7K	0.01%	507
2023 Q3	$407K	Sell	4,510 -1,375	-23%	-$125K	0.01%	441
2023 Q2	$537K	Sell	5,885 -1,229	-17%	-$111K	0.02%	350
2023 Q1	$650K	Sell	7,114 -1,075	-13%	-$97.4K	0.02%	288
2022 Q4	$731K	Buy	8,189 +4,986	+156%	+$446K	0.03%	230
2022 Q3	$280K	Buy	+3,203	New	+$290K	0.01%	331

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Foundations Investment Advisors's HYS Position: Q1 2025 in Review

Foundations Investment Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 2,830 shares — an estimated $265K sold.

Foundations Investment Advisors first reported a position in HYS in Q3 2022 and held it in 10 quarters. The position peaked at $731K in Q4 2022. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Foundations Investment Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,830 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $265K.
Foundations Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2022 and held it in 10 quarters.
Foundations Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $731K in Q4 2022.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.