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

Great Valley Advisor 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
2026 Q2	$1.17M	Buy	12,513 +4,616	+58%	+$432K	0.02%	511
2026 Q1	$737K	Buy	+7,897	New	+$745K	0.01%	573
2025 Q4	–	Sell	-4,391	Closed	-$420K	–	963
2025 Q3	$420K	Sell	4,391 -54,068	-92%	-$5.14M	0.01%	672
2025 Q2	$5.55M	Buy	+58,459	New	+$5.44M	0.12%	162

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Great Valley Advisor Group's HYS Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 58% in Q2 2026, buying an estimated $432K and bringing the position to 12,513 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #511.

Great Valley Advisor Group first reported a position in HYS in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.55M in Q2 2025. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Great Valley Advisor Group held 12,513 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.17M as of Q2 2026.
Great Valley Advisor Group bought 4,616 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $432K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #511 holding.
Great Valley Advisor Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
Great Valley Advisor Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5.55M in Q2 2025.
265 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.