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Global Assets Advisory’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Global Assets Advisory’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
Q4 		– Sell
-3,876
Closed -$371K – 295
2025
Q3 		$371K Buy
+3,876
New +$368K 0.11% 184
2025
Q2 		– Sell
-10,413
Closed -$954K – 256
2025
Q1 		$954K Buy
10,413
+7,057
+210% +$666K 0.18% 113
2024
Q4 		$315K Buy
3,356
+51
+2% +$4.82K 0.17% 113
2024
Q3 		$314K Buy
+3,305
New +$310K 0.17% 121
2024
Q2 		– Sell
-263,696
Closed -$2.85M – 264
2024
Q1 		$2.85M Buy
+263,696
New +$24.6M 0.13% 126

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return