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

Mattson Financial 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
2025 Q1	–	Sell	-698	Closed	-$66.7K	–	372
2024 Q4	$66.7K	Buy	698 +211	+43%	+$20K	0.02%	163
2024 Q3	$45.1K	Hold	487	–	–	0.02%	173
2024 Q2	$45.1K	Buy	+487	New	+$45K	0.02%	173

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

Mattson Financial Services's HYS Position: Q1 2025 in Review

Mattson Financial Services sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 698 shares — an estimated $66.7K sold.

Mattson Financial Services first reported a position in HYS in Q2 2024 and held it in 3 quarters. The position peaked at $66.7K in Q4 2024. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Mattson Financial Services 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.
Mattson Financial Services sold 698 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $66.7K.
Mattson Financial Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and held it in 3 quarters.
Mattson Financial Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $66.7K in Q4 2024.
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 Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.