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Graves Light Lenhart Wealth’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-62,535
Closed -$5.94M – 194
2025
Q2 		$5.94M Sell
62,535
-1,005
-2% -$93.5K 0.71% 33
2025
Q1 		$5.95M Sell
63,540
-8,430
-12% -$796K 0.73% 32
2024
Q4 		$6.74M Sell
71,970
-8,697
-11% -$822K 0.84% 30
2024
Q3 		$7.7M Sell
80,667
-15,835
-16% -$1.49M 0.95% 28
2024
Q2 		$8.89M Sell
96,502
-715
-0.7% -$66.1K 1.02% 25
2024
Q1 		$9.09M Buy
97,217
+10,288
+12% +$958K 1.05% 24
2023
Q4 		$8.09M Buy
86,929
+2,695
+3% +$245K 1.01% 24
2023
Q3 		$7.53M Buy
84,234
+6,610
+9% +$600K 1.02% 23
2023
Q2 		$7.08M Buy
77,624
+7,141
+10% +$645K 0.96% 27
2023
Q1 		$6.44M Buy
70,483
+23,522
+50% +$2.13M 1% 26
2022
Q4 		$4.19M Buy
46,961
+25,055
+114% +$2.24M 0.64% 38
2022
Q3 		$1.91M Buy
21,906
+13,635
+165% +$1.23M 0.32% 64
2022
Q2 		$732K Buy
8,271
+8,142
+6,312% +$753K 0.11% 92
2022
Q1 		$12K Hold
129
– – ﹤0.01% 515
2021
Q4 		$13K Hold
129
– – ﹤0.01% 574
2021
Q3 		$13K Hold
129
– – ﹤0.01% 539
2021
Q2 		$13K Hold
129
– – ﹤0.01% 536
2021
Q1 		$13K Hold
129
– – ﹤0.01% 543
2020
Q4 		$13K Buy
+129
New +$12.4K ﹤0.01% 531

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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Graves Light Lenhart Wealth's HYS Position: Q3 2025 in Review

Graves Light Lenhart Wealth sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2025, closing a stake of 62,535 shares — an estimated $5.94M sold.

Graves Light Lenhart Wealth first reported a position in HYS in Q4 2020 and held it in 19 quarters. The position peaked at $9.09M in Q1 2024. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

  • Graves Light Lenhart Wealth reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 62,535 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $5.94M.
  • Graves Light Lenhart Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 19 quarters.
  • Graves Light Lenhart Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $9.09M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.