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

Legacy 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	–	Sell	-3,534	Closed	-$335K	–	57
2025 Q4	$335K	Buy	3,534 +65	+2%	+$6.17K	0.25%	37
2025 Q3	$332K	Buy	3,469 +59	+2%	+$5.61K	0.25%	36
2025 Q2	$324K	Buy	3,410 +62	+2%	+$5.77K	0.26%	37
2025 Q1	$314K	Buy	3,348 +59	+2%	+$5.57K	0.26%	42
2024 Q4	$308K	Buy	3,289 +61	+2%	+$5.77K	0.26%	45
2024 Q3	$308K	Buy	3,228 +60	+2%	+$5.63K	0.27%	45
2024 Q2	$294K	Buy	3,168 +59	+2%	+$5.46K	0.27%	43
2024 Q1	$291K	Buy	3,109 +55	+2%	+$5.12K	0.28%	43
2023 Q4	$284K	Buy	+3,054	New	+$277K	0.3%	41

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Legacy Advisory Services sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2026, closing a stake of 3,534 shares — an estimated $335K sold.

Legacy Advisory Services first reported a position in HYS in Q4 2023 and held it in 9 quarters. The position peaked at $335K in Q4 2025. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Legacy Advisory Services reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Legacy Advisory Services sold 3,534 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $335K.
Legacy Advisory Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and held it in 9 quarters.
Legacy Advisory Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $335K in Q4 2025.
245 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 Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.