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

Pinnacle Bancorp’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 Q1	$717K	Sell	7,689 -54	-0.7%	-$5.09K	0.21%	86
2025 Q4	$734K	Hold	7,743	–	–	0.22%	84
2025 Q3	$741K	Sell	7,743 -38	-0.5%	-$3.61K	0.22%	83
2025 Q2	$739K	Sell	7,781 -50	-0.6%	-$4.65K	0.23%	79
2025 Q1	$733K	Buy	7,831 +64	+0.8%	+$6.04K	0.24%	78
2024 Q4	$728K	Sell	7,767 -169	-2%	-$16K	0.24%	80
2024 Q3	$758K	Hold	7,936	–	–	0.2%	78
2024 Q2	$736K	Sell	7,936 -2,246	-22%	-$208K	0.22%	72
2024 Q1	$952K	Buy	10,182 +540	+6%	+$50.3K	0.28%	54
2023 Q4	$897K	Hold	9,642	–	–	0.29%	56
2023 Q3	$871K	Sell	9,642 -703	-7%	-$63.9K	0.31%	54
2023 Q2	$943K	Buy	10,345 +11	+0.1%	+$994	0.32%	52
2023 Q1	$944K	Buy	10,334 +1,131	+12%	+$103K	0.35%	51
2022 Q4	$821K	Sell	9,203 -49	-0.5%	-$4.39K	0.32%	53
2022 Q3	$808K	Sell	9,252 -50	-0.5%	-$4.53K	0.35%	49
2022 Q2	$824K	Sell	9,302 -353	-4%	-$32.7K	0.34%	50
2022 Q1	$929K	Buy	9,655 +1,500	+18%	+$145K	0.32%	53
2021 Q4	$808K	Buy	8,155 +203	+3%	+$20K	0.29%	62
2021 Q3	$789K	Buy	7,952 +42	+0.5%	+$4.17K	0.32%	59
2021 Q2	$791K	Buy	7,910 +401	+5%	+$39.8K	0.36%	50
2021 Q1	$745K	Buy	7,509 +664	+10%	+$65.3K	0.36%	51
2020 Q4	$672K	Hold	6,845	–	–	0.41%	51
2020 Q3	$642K	Buy	6,845 +272	+4%	+$25.5K	0.45%	50
2020 Q2	$600K	Hold	6,573	–	–	0.45%	49
2020 Q1	$564K	Buy	6,573 +1,161	+21%	+$111K	0.48%	44
2019 Q4	$540K	Buy	5,412 +406	+8%	+$40.3K	0.37%	55
2019 Q3	$499K	Sell	5,006 -51	-1%	-$5.09K	0.28%	55
2019 Q2	$508K	Buy	5,057 +201	+4%	+$20.1K	0.29%	54
2019 Q1	$487K	Buy	4,856 +272	+6%	+$26.9K	0.28%	56
2018 Q4	$436K	Buy	+4,584	New	+$449K	0.27%	58
2017 Q1	$281K	Buy	+2,776	New	+$279K	0.2%	76

Other funds holding HYS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $94B AUM 20.14% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Pinnacle Bancorp's HYS Position: Q1 2026 in Review

Pinnacle Bancorp reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.7% in Q1 2026, selling an estimated $5.09K and leaving 7,689 shares worth $717K. The position accounts for 0.21% of the portfolio, ranked #86.

Pinnacle Bancorp first reported a position in HYS in Q1 2017 and has held it in 31 quarters since. The position peaked at $952K in Q1 2024. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Pinnacle Bancorp held 7,689 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $717K as of Q1 2026.
Pinnacle Bancorp sold 54 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $5.09K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.21% of Pinnacle Bancorp's portfolio in Q1 2026, its #86 holding.
Pinnacle Bancorp first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2017 and has held it in 31 quarters since.
Pinnacle Bancorp's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $952K in Q1 2024.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.