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

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

Milestone Asset Management's HYS Position: Q2 2026 in Review

Milestone Asset Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 8.7% in Q2 2026, buying an estimated $113K and bringing the position to 15,200 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #101.

Milestone Asset Management first reported a position in HYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.99M in Q1 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Milestone Asset Management held 15,200 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.42M as of Q2 2026.
Milestone Asset Management bought 1,211 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $113K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.22% of Milestone Asset Management's portfolio in Q2 2026, its #101 holding.
Milestone Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Milestone Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3.99M in Q1 2025.
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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.