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

Legacy Capital Group California’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
2025 Q1	–	Sell	-4,815	Closed	-$451K	–	330
2024 Q4	$451K	Sell	4,815 -302	-6%	-$28.6K	0.14%	191
2024 Q3	$489K	Sell	5,117 -2,693	-34%	-$253K	0.16%	176
2024 Q2	$724K	Sell	7,810 -474	-6%	-$43.8K	0.26%	116
2024 Q1	$774K	Sell	8,284 -750	-8%	-$69.9K	0.29%	116
2023 Q4	$841K	Sell	9,034 -707	-7%	-$64.2K	0.33%	85
2023 Q3	$880K	Buy	9,741 +4,804	+97%	+$436K	0.38%	70
2023 Q2	$450K	Sell	4,937 -10	-0.2%	-$904	0.19%	166
2023 Q1	$452K	Buy	+4,947	New	+$448K	0.22%	135

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Legacy Capital Group California's HYS Position: Q1 2025 in Review

Legacy Capital Group California sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 4,815 shares — an estimated $451K sold.

Legacy Capital Group California first reported a position in HYS in Q1 2023 and held it in 8 quarters. The position peaked at $880K in Q3 2023. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Legacy Capital Group California reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 4,815 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $451K.
Legacy Capital Group California first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2023 and held it in 8 quarters.
Legacy Capital Group California's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $880K in Q3 2023.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.