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 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

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

Independent Financial Group's HYS Position: Q2 2026 in Review

Independent Financial Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 4.7% in Q2 2026, buying an estimated $35.9K and bringing the position to 8,557 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #784.

Independent Financial Group first reported a position in HYS in Q2 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Independent Financial Group held 8,557 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $800K as of Q2 2026.
Independent Financial Group bought 384 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $35.9K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #784 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 9 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.