McAdam LLC’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

McAdam LLC’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	$622K	Buy	6,653 +3,800	+133%	+$355K	0.02%	237
2026 Q1	$266K	Sell	2,853 -198	-6%	-$18.7K	0.01%	366
2025 Q4	$289K	Buy	3,051 +120	+4%	+$11.4K	0.01%	331
2025 Q3	$280K	Buy	+2,931	New	+$279K	0.01%	319
2023 Q4	–	Sell	-2,299	Closed	-$208K	–	282
2023 Q3	$208K	Sell	2,299 -3,057	-57%	-$278K	0.02%	242
2023 Q2	$488K	Sell	5,356 -673	-11%	-$60.8K	0.04%	153
2023 Q1	$551K	Buy	+6,029	New	+$546K	0.05%	141
2022 Q4	–	Sell	-3,227	Closed	-$282K	–	203
2022 Q3	$282K	Buy	3,227 +1	+0%	+$91	0.03%	173
2022 Q2	$286K	Buy	+3,226	New	+$298K	0.03%	176
2018 Q4	–	Sell	-382	Closed	-$38K	–	293
2018 Q3	$38K	Hold	382	–	–	0.01%	188
2018 Q2	$38K	Buy	382 +2	+0.5%	+$200	0.02%	177
2018 Q1	$38K	Buy	+380	New	+$38.1K	0.02%	177

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

McAdam LLC's HYS Position: Q2 2026 in Review

McAdam LLC increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 133% in Q2 2026, buying an estimated $355K and bringing the position to 6,653 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #237.

McAdam LLC first reported a position in HYS in Q1 2018 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

McAdam LLC held 6,653 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $622K as of Q2 2026.
McAdam LLC bought 3,800 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $355K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #237 holding.
McAdam LLC first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2018 and has held it in 12 quarters since.
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 McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.