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

Harbour Investments’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	$59.4K	Buy	637 +455	+250%	+$42.9K	﹤0.01%	2236
2025 Q4	$17.3K	Hold	182	–	–	﹤0.01%	2484
2025 Q3	$17.4K	Hold	182	–	–	﹤0.01%	2423
2025 Q2	$17.3K	Hold	182	–	–	﹤0.01%	2297
2025 Q1	$17K	Hold	182	–	–	﹤0.01%	2261
2024 Q4	$17.1K	Sell	182 -75	-29%	-$7.09K	﹤0.01%	2201
2024 Q3	$24.5K	Sell	257 -264	-51%	-$24.8K	﹤0.01%	1967
2024 Q2	$48.3K	Sell	521 -147	-22%	-$13.6K	﹤0.01%	1571
2024 Q1	$62.4K	Buy	668 +105	+19%	+$9.78K	﹤0.01%	1426
2023 Q4	$52.4K	Sell	563 -73	-11%	-$6.63K	﹤0.01%	1442
2023 Q3	$57.4K	Sell	636 -980	-61%	-$89K	﹤0.01%	1291
2023 Q2	$147K	Sell	1,616 -18,043	-92%	-$1.63M	0.01%	906
2023 Q1	$1.8M	Buy	19,659 +3,753	+24%	+$340K	0.1%	199
2022 Q4	$1.42M	Buy	15,906 +7,129	+81%	+$638K	0.09%	232
2022 Q3	$777K	Hold	8,777	–	–	0.05%	331
2022 Q2	$777K	Buy	+8,777	New	+$812K	0.05%	331
2021 Q4	$1.31M	Sell	13,239 -4,814	-27%	-$475K	0.08%	244
2021 Q3	$1.79M	Sell	18,053 -189	-1%	-$18.8K	0.06%	307
2021 Q2	$1.82M	Buy	18,242 +625	+4%	+$62K	0.06%	305
2021 Q1	$1.75M	Buy	+17,617	New	+$1.73M	0.06%	280

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

Harbour Investments's HYS Position: Q1 2026 in Review

Harbour Investments increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 250% in Q1 2026, buying an estimated $42.9K and bringing the position to 637 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Harbour Investments first reported a position in HYS in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.82M in Q2 2021. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Harbour Investments held 637 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $59.4K as of Q1 2026.
Harbour Investments bought 455 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $42.9K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2236 holding.
Harbour Investments first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.82M in Q2 2021.
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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.