NewEdge Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

NewEdge Advisors’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	$9.3M	Buy	99,493 +25,340	+34%	+$2.37M	0.03%	531
2026 Q1	$6.92M	Buy	74,153 +31,232	+73%	+$2.94M	0.03%	572
2025 Q4	$4.07M	Sell	42,921 -12,070	-22%	-$1.15M	0.01%	743
2025 Q3	$5.26M	Buy	54,991 +17,666	+47%	+$1.68M	0.02%	603
2025 Q2	$3.55M	Buy	37,325 +2,259	+6%	+$210K	0.02%	706
2025 Q1	$3.28M	Buy	35,066 +8,688	+33%	+$820K	0.02%	652
2024 Q4	$2.47M	Buy	26,378 +13,084	+98%	+$1.24M	0.01%	743
2024 Q3	$1.27M	Buy	13,294 +1,656	+14%	+$156K	0.01%	990
2024 Q2	$1.08M	Buy	11,638 +1,630	+16%	+$151K	0.01%	1029
2024 Q1	$936K	Buy	10,008 +802	+9%	+$74.7K	0.01%	1033
2023 Q4	$857K	Sell	9,206 -1,229	-12%	-$112K	0.01%	1013
2023 Q3	$942K	Buy	10,435 +337	+3%	+$30.6K	0.01%	884
2023 Q2	$921K	Sell	10,098 -319	-3%	-$28.8K	0.01%	905
2023 Q1	$951K	Sell	10,417 -2,858	-22%	-$259K	0.01%	797
2022 Q4	$196K	Buy	13,275 +22	+0.2%	+$1.97K	0.01%	1195
2022 Q3	$1.16M	Sell	13,253 -2,794	-17%	-$253K	0.02%	591
2022 Q2	$1.42M	Sell	16,047 -7,255	-31%	-$671K	0.02%	534
2022 Q1	$2.24M	Sell	23,302 -1,666	-7%	-$161K	0.04%	396
2021 Q4	$2.48M	Sell	24,968 -688	-3%	-$67.9K	0.04%	389
2021 Q3	$2.55M	Buy	25,656 +63	+0.2%	+$6.26K	0.06%	272
2021 Q2	$2.56M	Buy	25,593 +256	+1%	+$25.4K	0.07%	263
2021 Q1	$2.51M	Sell	25,337 -866	-3%	-$85.2K	0.07%	244
2020 Q4	$2.57M	Sell	26,203 -1,851	-7%	-$178K	0.08%	218
2020 Q3	$2.63M	Sell	28,054 -10,935	-28%	-$1.02M	0.09%	210
2020 Q2	$3.56M	Sell	38,989 -265	-0.7%	-$23.7K	0.14%	143
2020 Q1	$3.37M	Buy	39,254 +3,720	+10%	+$356K	0.16%	131
2019 Q4	$3.54M	Buy	35,534 +3,188	+10%	+$316K	0.14%	162
2019 Q3	$3.23M	Buy	+32,346	New	+$3.23M	0.14%	153
2017 Q3	–	Sell	-280	Closed	-$28.2K	–	701
2017 Q2	$28.2K	Buy	+280	New	+$28.3K	﹤0.01%	635

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

NewEdge Advisors's HYS Position: Q2 2026 in Review

NewEdge Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 34% in Q2 2026, buying an estimated $2.37M and bringing the position to 99,493 shares worth $9.3M. The position accounts for 0.03% of the portfolio, ranked #531.

NewEdge Advisors first reported a position in HYS in Q2 2017 and has held it in 29 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

NewEdge Advisors held 99,493 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $9.3M as of Q2 2026.
NewEdge Advisors bought 25,340 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.37M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #531 holding.
NewEdge Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2017 and has held it in 29 quarters since.
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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.