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

&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
2026 Q2	$654K	Sell	6,978 -27	-0.4%	-$2.52K	﹤0.01%	1677
2026 Q1	$653K	Sell	7,005 -570	-8%	-$53.7K	﹤0.01%	1547
2025 Q4	$718K	Sell	7,575 -369	-5%	-$35K	﹤0.01%	1418
2025 Q3	$760K	Sell	7,944 -919	-10%	-$87.3K	﹤0.01%	1215
2025 Q2	$790K	Buy	8,863 +797	+10%	+$74.2K	0.01%	1104
2025 Q1	$755K	Sell	8,066 -3,979	-33%	-$376K	0.01%	936
2024 Q4	$1.13M	Buy	12,045 +3	+0%	+$284	0.01%	719
2024 Q3	$1.15M	Sell	12,042 -601	-5%	-$56.4K	0.02%	525
2024 Q2	$1.17M	Buy	12,643 +723	+6%	+$66.9K	0.05%	307
2024 Q1	$1.11M	Buy	11,920 +4,228	+55%	+$394K	0.15%	140
2023 Q4	$782K	Buy	+7,692	New	+$698K	0.19%	121

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

&Partners's HYS Position: Q2 2026 in Review

&Partners reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.39% in Q2 2026, selling an estimated $2.52K and leaving 6,978 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

&Partners first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2024. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

&Partners held 6,978 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $654K as of Q2 2026.
&Partners sold 27 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.52K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1677 holding.
&Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
&Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.17M in Q2 2024.
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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.