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

Key Financial Inc’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	$136K	Hold	1,457	–	–	0.02%	367
2026 Q1	$136K	Hold	1,457	–	–	0.02%	356
2025 Q4	$138K	Hold	1,457	–	–	0.03%	343
2025 Q3	$139K	Sell	1,457 -121	-8%	-$11.5K	0.03%	347
2025 Q2	$150K	Sell	1,578 -222	-12%	-$20.7K	0.03%	319
2025 Q1	$169K	Hold	1,800	–	–	0.04%	289
2024 Q4	$169K	Hold	1,800	–	–	0.04%	275
2024 Q3	$172K	Hold	1,800	–	–	0.04%	267
2024 Q2	$167K	Sell	1,800 -92	-5%	-$8.51K	0.04%	264
2024 Q1	$177K	Hold	1,892	–	–	0.05%	240
2023 Q4	$176K	Sell	1,892 -48	-2%	-$4.36K	0.05%	231
2023 Q3	$175K	Buy	1,940 +72	+4%	+$6.54K	0.06%	220
2023 Q2	$170K	Buy	1,868 +173	+10%	+$15.6K	0.06%	224
2023 Q1	$155K	Buy	1,695 +1,088	+179%	+$98.6K	0.06%	230
2022 Q4	$53K	Hold	607	–	–	0.03%	349
2022 Q3	$53K	Hold	607	–	–	0.02%	352
2022 Q2	$54K	Sell	607 -149	-20%	-$13.8K	0.03%	344
2022 Q1	$73K	Buy	756 +197	+35%	+$19K	0.04%	309
2021 Q4	$55K	Hold	559	–	–	0.03%	337
2021 Q3	$55K	Hold	559	–	–	0.03%	332
2021 Q2	$56K	Hold	559	–	–	0.03%	337
2021 Q1	$55K	Hold	559	–	–	0.04%	261
2020 Q4	$55K	Buy	+559	New	+$53.7K	0.04%	236
2020 Q2	–	Sell	-467	Closed	-$40K	–	330
2020 Q1	$40K	Buy	+467	New	+$44.6K	0.04%	240

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

Key Financial Inc's HYS Position: Q2 2026 in Review

Key Financial Inc held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 1,457 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #367.

Key Financial Inc first reported a position in HYS in Q1 2020 and has held it in 24 quarters since. The position peaked at $177K in Q1 2024. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Key Financial Inc held 1,457 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $136K as of Q2 2026.
Key Financial Inc 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 0.02% of Key Financial Inc's portfolio in Q2 2026, its #367 holding.
Key Financial Inc first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $177K in Q1 2024.
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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.