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

IFG Advisory’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	$1.03M	Buy	11,056 +9,046	+450%	+$846K	0.04%	418
2026 Q1	$187K	Sell	2,010 -7,157	-78%	-$675K	0.54%	32
2025 Q4	$869K	Buy	9,167 +100	+1%	+$9.5K	0.04%	400
2025 Q3	$868K	Sell	9,067 -4,189	-32%	-$398K	0.04%	381
2025 Q2	$1.26M	Buy	13,256 +1,883	+17%	+$175K	0.06%	296
2025 Q1	$1.07M	Buy	11,373 +80	+0.7%	+$7.55K	0.06%	310
2024 Q4	$1.06M	Sell	11,293 -1,871	-14%	-$177K	0.06%	285
2024 Q3	$1.26M	Sell	13,164 -1,047	-7%	-$98.3K	0.08%	252
2024 Q2	$1.32M	Buy	14,211 +2,192	+18%	+$203K	0.08%	246
2024 Q1	$1.5M	Sell	12,019 -1,981	-14%	-$185K	0.11%	214
2023 Q4	$1.3M	Sell	14,000 -459	-3%	-$41.7K	0.1%	223
2023 Q3	$1.31M	Buy	14,459 +16	+0.1%	+$1.45K	0.11%	203
2023 Q2	$1.32M	Buy	14,443 +253	+2%	+$22.9K	0.12%	198
2023 Q1	$1.3M	Buy	14,190 +128	+0.9%	+$11.6K	0.12%	190
2022 Q4	$1.25M	Buy	14,062 +2,407	+21%	+$215K	0.13%	180
2022 Q3	$1.02M	Sell	11,655 -2,185	-16%	-$198K	0.09%	214
2022 Q2	$1.22M	Buy	13,840 +2,373	+21%	+$220K	0.13%	163
2022 Q1	$1.1M	Sell	11,467 -433	-4%	-$41.8K	0.11%	193
2021 Q4	$1.18M	Buy	11,900 +2,352	+25%	+$232K	0.11%	186
2021 Q3	$947K	Buy	9,548 +69	+0.7%	+$6.85K	0.1%	203
2021 Q2	$947K	Buy	9,479 +82	+0.9%	+$8.14K	0.11%	204
2021 Q1	$932K	Buy	9,397 +44	+0.5%	+$4.33K	0.12%	199
2020 Q4	$918K	Buy	+9,353	New	+$898K	0.13%	182

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

IFG Advisory's HYS Position: Q2 2026 in Review

IFG Advisory increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 450% in Q2 2026, buying an estimated $846K and bringing the position to 11,056 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #418.

IFG Advisory first reported a position in HYS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.5M in Q1 2024. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

IFG Advisory held 11,056 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.03M as of Q2 2026.
IFG Advisory bought 9,046 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $846K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #418 holding.
IFG Advisory first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and has held it in 23 quarters since.
IFG Advisory's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.5M in Q1 2024.
265 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.