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

GM Advisory Group’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	-27,202	Closed	-$2.55M	–	278
2024 Q4	$2.55M	Sell	27,202 -2,022	-7%	-$191K	0.14%	71
2024 Q3	$2.79M	Sell	29,224 -1,692	-5%	-$159K	0.17%	65
2024 Q2	$2.87M	Sell	30,916 -432	-1%	-$40K	0.18%	65
2024 Q1	$2.93M	Buy	31,348 +6,115	+24%	+$570K	0.21%	60
2023 Q4	$2.35M	Buy	+25,233	New	+$2.29M	0.18%	57
2022 Q2	–	Sell	-75,654	Closed	-$7.28M	–	195
2022 Q1	$7.28M	Buy	75,654 +36,190	+92%	+$3.5M	0.87%	24
2021 Q4	$3.91M	Buy	39,464 +4,102	+12%	+$405K	0.35%	50
2021 Q3	$3.51M	Sell	35,362 -1,414	-4%	-$140K	0.35%	45
2021 Q2	$3.67M	Buy	36,776 +5,053	+16%	+$502K	0.38%	44
2021 Q1	$3.15M	Buy	31,723 +9,533	+43%	+$938K	0.38%	42
2020 Q4	$2.18M	Buy	+22,190	New	+$2.13M	0.29%	44
2015 Q4	–	Sell	-118,743	Closed	-$11.2M	–	49
2015 Q3	$11.2M	Sell	118,743 -13,827	-10%	-$1.36M	5.81%	8
2015 Q2	$13.2M	Buy	+132,570	New	+$13.5M	5.22%	8

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

GM Advisory Group's HYS Position: Q1 2025 in Review

GM Advisory Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 27,202 shares — an estimated $2.55M sold.

GM Advisory Group first reported a position in HYS in Q2 2015 and held it in 13 quarters. The position peaked at $13.2M in Q2 2015. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

GM Advisory Group 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.
GM Advisory Group sold 27,202 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $2.55M.
GM Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2015 and held it in 13 quarters.
GM Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $13.2M in Q2 2015.
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 GM Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.