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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $94B AUM 20.14% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Kestra Advisory Services's HYS Position: Q1 2026 in Review

Kestra Advisory Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 53% in Q1 2026, selling an estimated $908K and leaving 8,691 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Kestra Advisory Services first reported a position in HYS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q3 2021. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Kestra Advisory Services held 8,691 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $811K as of Q1 2026.
Kestra Advisory Services sold 9,633 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $908K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1877 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 23 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.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.