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 Q3	$1.38M	Buy	15,231 +31	+0.2%	+$2.87K	0.22%	103
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

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Milestone Asset Management's HYS Position: Q3 2026 in Review

Milestone Asset Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.2% in Q3 2026, buying an estimated $2.87K and bringing the position to 15,231 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #103.

Milestone Asset Management first reported a position in HYS in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.99M in Q1 2025. 25 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

Milestone Asset Management held 15,231 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.38M as of Q3 2026.
Milestone Asset Management bought 31 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $2.87K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.22% of Milestone Asset Management's portfolio in Q3 2026, its #103 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 10 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.
25 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.