Independent Financial Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Independent Financial Group’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 Q3	$777K	Buy	8,586 +29	+0.3%	+$2.68K	0.01%	778
2026 Q2	$800K	Buy	8,557 +384	+5%	+$35.9K	0.02%	784
2026 Q1	$762K	Buy	8,173 +343	+4%	+$32.3K	0.02%	726
2025 Q4	$742K	Buy	7,830 +714	+10%	+$67.8K	0.02%	731
2025 Q3	$681K	Sell	7,116 -90	-1%	-$8.55K	0.02%	729
2025 Q2	$685K	Sell	7,206 -201	-3%	-$18.7K	0.02%	665
2025 Q1	$694K	Buy	7,407 +3,390	+84%	+$320K	0.02%	593
2024 Q4	$376K	Buy	4,017 +743	+23%	+$70.3K	0.01%	810
2024 Q3	$313K	Buy	3,274 +874	+36%	+$82.1K	0.01%	865
2024 Q2	$222K	Buy	+2,400	New	+$222K	0.01%	973

Other funds holding HYS

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Independent Financial Group's HYS Position: Q3 2026 in Review

Independent Financial Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.34% in Q3 2026, buying an estimated $2.68K and bringing the position to 8,586 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #778.

Independent Financial Group first reported a position in HYS in Q2 2024 and has held it in 10 quarters since. The position peaked at $800K in Q2 2026. 17 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

Independent Financial Group held 8,586 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $777K as of Q3 2026.
Independent Financial Group bought 29 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $2.68K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #778 holding.
Independent Financial Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
Independent Financial Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $800K in Q2 2026.
17 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.