Milestone Asset Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Milestone Asset Management’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	$1.42M	Buy	15,200 +1,211	+9%	+$113K	0.22%	101
2026 Q1	$1.3M	Buy	13,989 +993	+8%	+$93.6K	0.24%	97
2025 Q4	$1.23M	Buy	12,996 +1,545	+13%	+$147K	0.23%	82
2025 Q3	$1.1M	Buy	11,451 +1,513	+15%	+$144K	0.21%	83
2025 Q2	$944K	Sell	9,938 -32,651	-77%	-$3.04M	0.2%	95
2025 Q1	$3.99M	Buy	42,589 +38,384	+913%	+$3.62M	0.85%	27
2024 Q4	$394K	Sell	4,205 -121	-3%	-$11.4K	0.09%	181
2024 Q3	$413K	Sell	4,326 -3,074	-42%	-$289K	0.09%	152
2024 Q2	$686K	Buy	+7,400	New	+$684K	0.17%	112

Other funds holding HYS

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return