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

ORG Partners’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
2025 Q1	–	Sell	-21	Closed	-$1.97K	–	1487
2024 Q4	$1.97K	Buy	+21	New	+$1.99K	﹤0.01%	1087
2024 Q3	–	Sell	-18	Closed	-$1.66K	–	1265
2024 Q2	$1.66K	Buy	+18	New	+$1.67K	﹤0.01%	1524
2024 Q1	–	Sell	-122	Closed	-$11.4K	–	757
2023 Q4	$11.4K	Buy	122 +18	+17%	+$1.63K	﹤0.01%	745
2023 Q3	$9.39K	Sell	104 -18	-15%	-$1.64K	﹤0.01%	832
2023 Q2	$11.5K	Buy	+122	New	+$11K	﹤0.01%	953

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

ORG Partners's HYS Position: Q1 2025 in Review

ORG Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 21 shares — an estimated $1.97K sold.

ORG Partners first reported a position in HYS in Q2 2023 and held it in 5 quarters. The position peaked at $11.5K in Q2 2023. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

ORG Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 21 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $1.97K.
ORG Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 5 quarters.
ORG Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $11.5K in Q2 2023.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.