Precision Wealth Strategies’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Precision Wealth Strategies’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	$2.15M	Sell	23,033 -3,487	-13%	-$326K	0.65%	35
2026 Q1	$2.47M	Buy	26,520 +421	+2%	+$39.7K	0.82%	32
2025 Q4	$2.47M	Buy	26,099 +982	+4%	+$93.3K	0.8%	33
2025 Q3	$2.4M	Buy	+25,117	New	+$2.39M	0.78%	35
2023 Q3	–	Sell	-18,640	Closed	-$1.7M	–	97
2023 Q2	$1.7M	Sell	18,640 -6,178	-25%	-$558K	2.78%	6
2023 Q1	$2.27M	Buy	+24,818	New	+$2.25M	3.55%	3

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

Precision Wealth Strategies's HYS Position: Q2 2026 in Review

Precision Wealth Strategies reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 13% in Q2 2026, selling an estimated $326K and leaving 23,033 shares worth $2.15M. The position accounts for 0.65% of the portfolio, ranked #35.

Precision Wealth Strategies first reported a position in HYS in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Precision Wealth Strategies held 23,033 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $2.15M as of Q2 2026.
Precision Wealth Strategies sold 3,487 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $326K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.65% of Precision Wealth Strategies's portfolio in Q2 2026, its #35 holding.
Precision Wealth Strategies first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2023 and has held it in 6 quarters since.
Precision Wealth Strategies's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.47M in Q4 2025.
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 Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.