Legacy Wealth Management (Idaho)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-23	Closed	-$2.15K	–	528
2026 Q1	$2.15K	Hold	23	–	–	﹤0.01%	764
2025 Q4	$2.18K	Hold	23	–	–	﹤0.01%	658
2025 Q3	$2.2K	Hold	23	–	–	﹤0.01%	528
2025 Q2	$2.19K	Hold	23	–	–	﹤0.01%	503
2025 Q1	$2.15K	Hold	23	–	–	﹤0.01%	527
2024 Q4	$2.17K	Buy	+23	New	+$2.17K	﹤0.01%	487

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

Legacy Wealth Management (Idaho)'s HYS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026, closing a stake of 23 shares — an estimated $2.15K sold.

Legacy Wealth Management (Idaho) first reported a position in HYS in Q4 2024 and held it in 6 quarters. The position peaked at $2.2K in Q3 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 23 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.15K.
Legacy Wealth Management (Idaho) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
Legacy Wealth Management (Idaho)'s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.2K in Q3 2025.
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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.