Ground Swell Capital’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Ground Swell Capital’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	-4,922	Closed	-$461K	–	196
2024 Q4	$461K	Buy	+4,922	New	+$465K	0.69%	26
2024 Q2	–	Sell	-4,185	Closed	-$391K	–	193
2024 Q1	$391K	Buy	+4,185	New	+$390K	0.36%	25
2022 Q4	–	Sell	-2,856	Closed	-$249K	–	104
2022 Q3	$249K	Buy	+2,856	New	+$259K	0.71%	39

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

Ground Swell Capital's HYS Position: Q1 2025 in Review

Ground Swell Capital sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 4,922 shares — an estimated $461K sold.

Ground Swell Capital first reported a position in HYS in Q3 2022 and held it in 3 quarters. The position peaked at $461K in Q4 2024. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Ground Swell Capital 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.
Ground Swell Capital sold 4,922 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $461K.
Ground Swell Capital first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
Ground Swell Capital's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $461K in Q4 2024.
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 Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.