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

Investment Research & Advisory 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	$40.1K	Hold	429	–	–	0.01%	151
2026 Q1	$40K	Hold	429	–	–	0.01%	141
2025 Q4	$40.7K	Buy	+429	New	+$40.7K	0.01%	132

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

Investment Research & Advisory Group's HYS Position: Q2 2026 in Review

Investment Research & Advisory Group held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 429 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #151.

Investment Research & Advisory Group first reported a position in HYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.7K in Q4 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Investment Research & Advisory Group held 429 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $40.1K as of Q2 2026.
Investment Research & Advisory Group left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #151 holding.
Investment Research & Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Investment Research & Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $40.7K in Q4 2025.
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 Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.