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 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 $1.66T 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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Great Valley Advisor Group's HYS Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2026: 7,897 shares worth $737K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in HYS as recently as Q3 2025.

Great Valley Advisor Group first reported a position in HYS in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.55M in Q2 2025. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Great Valley Advisor Group held 7,897 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $737K as of Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Great Valley Advisor Group position in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #573 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 3 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.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.