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

Level Four 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	$435K	Sell	4,668 -875	-16%	-$82.5K	0.01%	621
2025 Q4	$526K	Buy	5,543 +84	+2%	+$7.98K	0.02%	557
2025 Q3	$522K	Buy	5,459 +77	+1%	+$7.32K	0.02%	547
2025 Q2	$511K	Buy	5,382 +79	+1%	+$7.35K	0.02%	516
2025 Q1	$497K	Buy	5,303 +813	+18%	+$76.8K	0.02%	503
2024 Q4	$421K	Buy	4,490 +44	+1%	+$4.16K	0.02%	537
2024 Q3	$420K	Buy	4,446 +1,048	+31%	+$98.4K	0.02%	549
2024 Q2	$315K	Sell	3,398 -1,000	-23%	-$92.5K	0.01%	596
2024 Q1	$409K	Hold	4,398	–	–	0.02%	529
2023 Q4	$409K	Buy	4,398 +216	+5%	+$19.6K	0.02%	527
2023 Q3	$378K	Buy	4,182 +1,140	+37%	+$104K	0.02%	525
2023 Q2	$277K	Buy	3,042 +34	+1%	+$3.07K	0.02%	639
2023 Q1	$275K	Buy	3,008 +31	+1%	+$2.81K	0.02%	605
2022 Q4	$266K	Buy	+2,977	New	+$266K	0.02%	550
2022 Q1	–	Sell	-2,314	Closed	-$229K	–	670
2021 Q4	$229K	Buy	2,314 +15	+0.7%	+$1.48K	0.02%	575
2021 Q3	$228K	Sell	2,299 -1,128	-33%	-$112K	0.02%	426
2021 Q2	$342K	Buy	3,427 +423	+14%	+$42K	0.02%	500
2021 Q1	$298K	Sell	3,004 -452	-13%	-$44.5K	0.02%	508
2020 Q4	$339K	Buy	3,456 +22	+0.6%	+$2.11K	0.03%	438
2020 Q3	$322K	Buy	3,434 +523	+18%	+$49K	0.02%	424
2020 Q2	$266K	Buy	+2,911	New	+$260K	0.02%	479
2020 Q1	–	Sell	-2,476	Closed	-$1.64M	–	519
2019 Q4	$1.64M	Buy	2,476 +20	+0.8%	+$1.98K	0.07%	233
2019 Q3	$245K	Buy	2,456 +69	+3%	+$6.89K	0.03%	433
2019 Q2	$240K	Buy	2,387 +11	+0.5%	+$1.1K	0.02%	460
2019 Q1	$238K	Buy	+2,376	New	+$235K	0.03%	455

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

Level Four Advisory Services's HYS Position: Q1 2026 in Review

Level Four Advisory Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 16% in Q1 2026, selling an estimated $82.5K and leaving 4,668 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #621.

Level Four Advisory Services first reported a position in HYS in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.64M in Q4 2019. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Level Four Advisory Services held 4,668 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $435K as of Q1 2026.
Level Four Advisory Services sold 875 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $82.5K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #621 holding.
Level Four Advisory Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and has held it in 25 quarters since.
Level Four Advisory Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.64M in Q4 2019.
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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.