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

Helium Advisors’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	$409K	Buy	4,370 +74	+2%	+$6.92K	0.34%	66
2026 Q1	$401K	Buy	4,296 +440	+11%	+$41.5K	0.38%	57
2025 Q4	$366K	Buy	3,856 +68	+2%	+$6.46K	0.37%	55
2025 Q3	$362K	Buy	3,788 +165	+5%	+$15.7K	0.3%	59
2025 Q2	$344K	Sell	3,623 -58	-2%	-$5.4K	0.22%	74
2025 Q1	$345K	Buy	3,681 +26	+0.7%	+$2.46K	0.25%	62
2024 Q4	$342K	Buy	+3,655	New	+$346K	0.27%	62

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

Helium Advisors's HYS Position: Q2 2026 in Review

Helium Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.7% in Q2 2026, buying an estimated $6.92K and bringing the position to 4,370 shares worth $409K. The position accounts for 0.34% of the portfolio, ranked #66.

Helium Advisors first reported a position in HYS in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Helium Advisors held 4,370 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $409K as of Q2 2026.
Helium Advisors bought 74 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.92K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.34% of Helium Advisors's portfolio in Q2 2026, its #66 holding.
Helium Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
264 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 Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.