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

Kestra Advisory Services’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	$1.74M	Buy	18,651 +9,960	+115%	+$931K	0.01%	1445
2026 Q1	$811K	Sell	8,691 -9,633	-53%	-$908K	﹤0.01%	1877
2025 Q4	$1.74M	Buy	18,324 +10,458	+133%	+$993K	0.01%	1302
2025 Q3	$753K	Buy	7,866 +1,055	+15%	+$100K	﹤0.01%	1783
2025 Q2	$647K	Buy	6,811 +4,561	+203%	+$425K	﹤0.01%	1797
2025 Q1	$211K	Sell	2,250 -585	-21%	-$55.2K	﹤0.01%	2436
2024 Q4	$266K	Sell	2,835 -255	-8%	-$24.1K	﹤0.01%	2320
2024 Q3	$295K	Sell	3,090 -1,094	-26%	-$103K	﹤0.01%	2101
2024 Q2	$388K	Buy	4,184 +267	+7%	+$24.7K	﹤0.01%	1944
2024 Q1	$366K	Buy	3,917 +613	+19%	+$57.1K	﹤0.01%	1865
2023 Q4	$307K	Sell	3,304 -167	-5%	-$15.2K	﹤0.01%	1830
2023 Q3	$313K	Buy	3,471 +523	+18%	+$47.5K	﹤0.01%	1630
2023 Q2	$269K	Sell	2,948 -88	-3%	-$7.95K	﹤0.01%	1702
2023 Q1	$277K	Sell	3,036 -1,180	-28%	-$107K	﹤0.01%	1617
2022 Q4	$376K	Buy	4,216 +339	+9%	+$30.3K	﹤0.01%	1574
2022 Q3	$339K	Buy	3,877 +556	+17%	+$50.3K	﹤0.01%	1532
2022 Q2	$294K	Sell	3,321 -227	-6%	-$21K	﹤0.01%	1643
2022 Q1	$341K	Sell	3,548 -11,813	-77%	-$1.14M	﹤0.01%	1516
2021 Q4	$1.52M	Sell	15,361 -4,185	-21%	-$413K	0.02%	793
2021 Q3	$1.94M	Buy	19,546 +3,274	+20%	+$325K	0.02%	728
2021 Q2	$1.63M	Buy	16,272 +858	+6%	+$85.2K	0.02%	730
2021 Q1	$1.53M	Buy	15,414 +6,207	+67%	+$610K	0.02%	686
2020 Q4	$903K	Buy	9,207 +9,169	+24,129%	+$881K	0.01%	907
2020 Q3	$261K	Buy	+38	New	+$3.56K	﹤0.01%	1172

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

Kestra Advisory Services's HYS Position: Q2 2026 in Review

Kestra Advisory Services increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 115% in Q2 2026, buying an estimated $931K and bringing the position to 18,651 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1445.

Kestra Advisory Services first reported a position in HYS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q3 2021. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Kestra Advisory Services held 18,651 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.74M as of Q2 2026.
Kestra Advisory Services bought 9,960 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $931K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1445 holding.
Kestra Advisory Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.94M in Q3 2021.
267 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.