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

Mechanics Financial Corp’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	$33.3K	Hold	357	–	–	0.01%	183
2025 Q4	$33.9K	Hold	357	–	–	0.01%	186
2025 Q3	$34.2K	Hold	357	–	–	0.01%	190
2025 Q2	$33.9K	Sell	357 -142	-28%	-$13.2K	0.01%	190
2025 Q1	$46.7K	Sell	499 -185	-27%	-$17.5K	0.02%	178
2024 Q4	$64.1K	Hold	684	–	–	0.03%	157
2024 Q3	$65.3K	Sell	684 -1,634	-70%	-$153K	0.03%	152
2024 Q2	$215K	Sell	2,318 -6,724	-74%	-$622K	0.11%	110
2024 Q1	$845K	Sell	9,042 -18,570	-67%	-$1.73M	0.44%	57
2023 Q4	$2.57M	Buy	27,612 +154	+0.6%	+$14K	1.45%	12
2023 Q3	$2.48M	Buy	27,458 +93	+0.3%	+$8.45K	1.36%	12
2023 Q2	$2.5M	Sell	27,365 -109	-0.4%	-$9.85K	1.36%	12
2023 Q1	$2.51M	Buy	27,474 +328	+1%	+$29.7K	1.46%	10
2022 Q4	$2.42M	Buy	27,146 +306	+1%	+$27.4K	1.44%	13
2022 Q3	$2.34M	Buy	26,840 +1,560	+6%	+$141K	1.53%	10
2022 Q2	$2.24M	Buy	25,280 +193	+0.8%	+$17.9K	1.34%	16
2022 Q1	$2.41M	Buy	25,087 +304	+1%	+$29.4K	1.24%	14
2021 Q4	$2.46M	Buy	+24,783	New	+$2.45M	1.16%	14

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

Mechanics Financial Corp's HYS Position: Q1 2026 in Review

Mechanics Financial Corp held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q1 2026 at 357 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #183.

Mechanics Financial Corp first reported a position in HYS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2023. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Mechanics Financial Corp held 357 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $33.3K as of Q1 2026.
Mechanics Financial Corp left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #183 holding.
Mechanics Financial Corp first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.57M in Q4 2023.
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 Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.