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

Founders Financial Alliance’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 Q2	–	Sell	-51	Closed	-$4.76K	–	581
2025 Q1	$4.76K	Buy	+51	New	+$4.82K	﹤0.01%	561
2021 Q4	–	Sell	-49	Closed	-$5K	–	485
2021 Q3	$5K	Hold	49	–	–	﹤0.01%	422
2021 Q2	$5K	Buy	+49	New	+$4.86K	﹤0.01%	441
2020 Q4	–	Sell	-49	Closed	-$5K	–	810
2020 Q3	$5K	Buy	+49	New	+$4.59K	﹤0.01%	975

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Founders Financial Alliance's HYS Position: Q2 2025 in Review

Founders Financial Alliance sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2025, closing a stake of 51 shares — an estimated $4.76K sold.

Founders Financial Alliance first reported a position in HYS in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 222 funds tracked by Wall St. Rank hold HYS as of Q2 2025.

Founders Financial Alliance reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Founders Financial Alliance sold 51 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $4.76K.
Founders Financial Alliance first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 4 quarters.
Founders Financial Alliance's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5K in Q3 2021.
222 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.