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

Hamilton 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 Q1	–	Sell	-9,571	Closed	-$897K	–	117
2024 Q4	$897K	Sell	9,571 -346	-3%	-$32.7K	0.22%	47
2024 Q3	$947K	Sell	9,917 -13,001	-57%	-$1.22M	0.23%	46
2024 Q2	$2.12M	Sell	22,918 -505	-2%	-$46.7K	0.57%	39
2024 Q1	$2.19M	Buy	+23,423	New	+$2.18M	0.68%	38

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

Hamilton Wealth's HYS Position: Q1 2025 in Review

Hamilton Wealth sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 9,571 shares — an estimated $897K sold.

Hamilton Wealth first reported a position in HYS in Q1 2024 and held it in 4 quarters. The position peaked at $2.19M in Q1 2024. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Hamilton Wealth 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.
Hamilton Wealth sold 9,571 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $897K.
Hamilton Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2024 and held it in 4 quarters.
Hamilton Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.19M in Q1 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 Hamilton Wealth's 13F filing for Q1 2025, filed 14 Nov 2025.