Migdal Insurance & Financial Holdings’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Migdal Insurance & Financial Holdings’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	$831K	Hold	8,890	–	–	0.01%	150
2026 Q1	$829K	Buy	8,890 +480	+6%	+$45.3K	0.01%	150
2025 Q4	$797K	Hold	8,410	–	–	0.01%	152
2025 Q3	$805K	Hold	8,410	–	–	0.01%	151
2025 Q2	$799K	Hold	8,410	–	–	0.01%	152
2025 Q1	$788K	Buy	8,410 +3,050	+57%	+$288K	0.01%	157
2024 Q4	$502K	Hold	5,360	–	–	0.01%	169
2024 Q3	$512K	Hold	5,360	–	–	0.01%	174
2024 Q2	$497K	Hold	5,360	–	–	0.01%	182
2024 Q1	$501K	Buy	+5,360	New	+$499K	0.01%	175
2023 Q3	–	Sell	-905	Closed	-$82K	–	509
2023 Q2	$82K	Sell	905 -1,795	-66%	-$162K	﹤0.01%	294
2023 Q1	$244K	Buy	2,700 +1,350	+100%	+$122K	0.01%	231
2022 Q4	$120K	Buy	1,350 +540	+67%	+$48.3K	﹤0.01%	248
2022 Q3	$71K	Buy	810 +210	+35%	+$19K	﹤0.01%	279
2022 Q2	$53K	Sell	600 -540	-47%	-$50K	﹤0.01%	365
2022 Q1	$110K	Buy	1,140 +1,050	+1,167%	+$101K	﹤0.01%	342
2021 Q4	$9K	Hold	90	–	–	﹤0.01%	607
2021 Q3	$9K	Hold	90	–	–	﹤0.01%	604
2021 Q2	$9K	Hold	90	–	–	﹤0.01%	544
2021 Q1	$9K	Hold	90	–	–	﹤0.01%	636
2020 Q4	$9K	Hold	90	–	–	﹤0.01%	623
2020 Q3	$8K	Hold	90	–	–	﹤0.01%	642
2020 Q2	$8K	Hold	90	–	–	﹤0.01%	638
2020 Q1	$8K	Hold	90	–	–	﹤0.01%	612
2019 Q4	$9K	Hold	90	–	–	﹤0.01%	716
2019 Q3	$9K	Hold	90	–	–	﹤0.01%	717
2019 Q2	$9K	Hold	90	–	–	﹤0.01%	718
2019 Q1	$9K	Sell	90 -320	-78%	-$31.6K	﹤0.01%	674
2018 Q4	$39K	Sell	410 -98	-19%	-$9.61K	﹤0.01%	552
2018 Q3	$51K	Hold	508	–	–	﹤0.01%	695
2018 Q2	$51K	Sell	508 -200	-28%	-$20K	﹤0.01%	644
2018 Q1	$71K	Sell	708 -21,262	-97%	-$2.13M	﹤0.01%	425
2017 Q4	$2.21M	Buy	21,970 +14,890	+210%	+$1.5M	0.05%	162
2017 Q3	$717K	Hold	7,080	–	–	0.02%	204
2017 Q2	$717K	Hold	7,080	–	–	0.02%	181
2017 Q1	$715K	Buy	7,080 +513	+8%	+$51.6K	0.02%	177
2016 Q4	$655K	Buy	+6,567	New	+$650K	0.02%	164

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

Migdal Insurance & Financial Holdings's HYS Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 8,890 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #150.

Migdal Insurance & Financial Holdings first reported a position in HYS in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.21M in Q4 2017. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Migdal Insurance & Financial Holdings held 8,890 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $831K as of Q2 2026.
Migdal Insurance & Financial Holdings left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #150 holding.
Migdal Insurance & Financial Holdings first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2016 and has held it in 37 quarters since.
Migdal Insurance & Financial Holdings's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.21M in Q4 2017.
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 Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.