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

Principal Securities’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 Q4	–	Sell	-105	Closed	-$10K	–	2338
2025 Q3	$10K	Hold	105	–	–	﹤0.01%	2717
2025 Q2	$9.98K	Buy	105 +22	+27%	+$2.05K	﹤0.01%	2619
2025 Q1	$7.78K	Hold	83	–	–	﹤0.01%	2621
2024 Q4	$7.78K	Buy	+83	New	+$7.85K	﹤0.01%	2617
2024 Q2	–	Sell	-12	Closed	-$1.12K	–	3435
2024 Q1	$1.12K	Hold	12	–	–	﹤0.01%	3014
2023 Q4	$1.12K	Buy	+12	New	+$1.09K	﹤0.01%	2930

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

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

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

MAWAG

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

OIA

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Principal Securities's HYS Position: Q4 2025 in Review

Principal Securities sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2025, closing a stake of 105 shares — an estimated $10K sold.

Principal Securities first reported a position in HYS in Q4 2023 and held it in 6 quarters. The position peaked at $10K in Q3 2025. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2025.

Principal Securities reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 105 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2025, an estimated $10K.
Principal Securities first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and held it in 6 quarters.
Principal Securities's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10K in Q3 2025.
236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.