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

Lloyd 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 Q2	$164K	Buy	+1,757	New	+$164K	0.06%	133
2026 Q1	–	Sell	-1,836	Closed	-$174K	–	941
2025 Q4	$174K	Buy	+1,836	New	+$174K	0.07%	131
2024 Q2	–	Sell	-541,524	Closed	-$20.4M	–	137
2024 Q1	$20.4M	Buy	+541,524	New	+$50.4M	4.35%	3
2021 Q1	–	Sell	-9	Closed	-$1K	–	391
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	339
2020 Q3	$1K	Buy	9 +5	+125%	+$468	﹤0.01%	304
2020 Q2	$0	Sell	4 -8	-67%	-$715	﹤0.01%	324
2020 Q1	$1K	Buy	+12	New	+$1.15K	﹤0.01%	244

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

Lloyd Advisory Services's HYS Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026: 1,757 shares worth $164K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HYS as recently as Q4 2025.

Lloyd Advisory Services first reported a position in HYS in Q1 2020 and has held it in 7 quarters since. The position peaked at $20.4M in Q1 2024. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Lloyd Advisory Services held 1,757 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $164K as of Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Lloyd Advisory Services position in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #133 holding.
Lloyd Advisory Services 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 7 quarters since.
Lloyd Advisory Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $20.4M 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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.