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

OneDigital Investment 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	$35.5M	Buy	380,042 +25,516	+7%	+$2.39M	0.3%	66
2026 Q1	$33.1M	Buy	354,526 +66,299	+23%	+$6.25M	0.32%	60
2025 Q4	$27.3M	Buy	288,227 +33,546	+13%	+$3.19M	0.27%	78
2025 Q3	$24.4M	Buy	254,681 +37,791	+17%	+$3.59M	0.25%	82
2025 Q2	$20.6M	Buy	216,890 +36,192	+20%	+$3.37M	0.23%	92
2025 Q1	$16.9M	Buy	180,698 +7,003	+4%	+$661K	0.2%	104
2024 Q4	$16.3M	Buy	173,695 +4,875	+3%	+$461K	0.19%	100
2024 Q3	$16.1M	Buy	168,820 +9,266	+6%	+$870K	0.18%	105
2024 Q2	$14.8M	Buy	159,554 +20,250	+15%	+$1.87M	0.18%	100
2024 Q1	$13M	Buy	139,304 +9,275	+7%	+$864K	0.2%	104
2023 Q4	$12.1M	Sell	130,029 -8,801	-6%	-$799K	0.21%	101
2023 Q3	$12.5M	Buy	138,830 +18,042	+15%	+$1.64M	0.27%	84
2023 Q2	$11M	Buy	120,788 +21,499	+22%	+$1.94M	0.24%	83
2023 Q1	$9.07M	Buy	99,289 +53,807	+118%	+$4.88M	0.21%	92
2022 Q4	$4.06M	Buy	45,482 +24,952	+122%	+$2.23M	0.12%	146
2022 Q3	$1.79M	Buy	+20,530	New	+$1.86M	0.07%	203
2021 Q1	–	Sell	-6,723	Closed	-$660K	–	728
2020 Q4	$660K	Sell	6,723 -560	-8%	-$53.8K	0.03%	295
2020 Q3	$683K	Sell	7,283 -5,473	-43%	-$513K	0.05%	249
2020 Q2	$1.17M	Sell	12,756 -469	-4%	-$41.9K	0.08%	190
2020 Q1	$1.14M	Sell	13,225 -860	-6%	-$82.2K	0.1%	181
2019 Q4	$1.41M	Sell	14,085 -494	-3%	-$49K	0.11%	157
2019 Q3	$1.45M	Buy	14,579 +246	+2%	+$24.6K	0.13%	137
2019 Q2	$1.44M	Buy	14,333 +1,760	+14%	+$176K	0.11%	107
2019 Q1	$1.26M	Sell	12,573 -8,326	-40%	-$822K	0.18%	95
2018 Q4	$1.99M	Buy	+20,899	New	+$2.05M	0.34%	71
2018 Q3	–	Sell	-3,778	Closed	-$376K	–	1099
2018 Q2	$376K	Sell	3,778 -536	-12%	-$53.6K	0.08%	150
2018 Q1	$430K	Buy	4,314 +547	+15%	+$54.8K	0.09%	144
2017 Q4	$378K	Sell	3,767 -41	-1%	-$4.13K	0.04%	161
2017 Q3	$387K	Sell	3,808 -70	-2%	-$7.09K	0.14%	93
2017 Q2	$393K	Buy	+3,878	New	+$392K	0.12%	132

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

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

OneDigital Investment Advisors's HYS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 7.2% in Q2 2026, buying an estimated $2.39M and bringing the position to 380,042 shares worth $35.5M. The position accounts for 0.3% of the portfolio, ranked #66.

OneDigital Investment Advisors first reported a position in HYS in Q2 2017 and has held it in 30 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

OneDigital Investment Advisors held 380,042 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $35.5M as of Q2 2026.
OneDigital Investment Advisors bought 25,516 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.39M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.3% of OneDigital Investment Advisors's portfolio in Q2 2026, its #66 holding.
OneDigital Investment 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 30 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.