Regal Investment Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Regal Investment Advisors’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	$307K	Sell	3,281 -11	-0.3%	-$1.03K	0.02%	563
2026 Q1	$307K	Buy	+3,292	New	+$310K	0.02%	522
2015 Q4	–	Sell	-300	Closed	-$28K	–	547
2015 Q3	$28K	Sell	300 -431	-59%	-$42.3K	0.01%	502
2015 Q2	$73K	Sell	731 -7	-0.9%	-$712	0.02%	378
2015 Q1	$75K	Sell	738 -1	-0.1%	-$102	0.02%	382
2014 Q4	$75K	Hold	739	–	–	0.02%	349
2014 Q3	$77K	Sell	739 -5	-0.7%	-$527	0.02%	348
2014 Q2	$80K	Sell	744 -97	-12%	-$10.4K	0.03%	312
2014 Q1	$90K	Buy	841 +229	+37%	+$24.4K	0.04%	276
2013 Q4	$65K	Buy	+612	New	+$64.9K	0.04%	259

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

Regal Investment Advisors's HYS Position: Q2 2026 in Review

Regal Investment Advisors reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.33% in Q2 2026, selling an estimated $1.03K and leaving 3,281 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #563.

Regal Investment Advisors first reported a position in HYS in Q4 2013 and has held it in 10 quarters since. The position peaked at $307K in Q1 2026. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Regal Investment Advisors held 3,281 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $307K as of Q2 2026.
Regal Investment Advisors sold 11 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.03K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #563 holding.
Regal Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2013 and has held it in 10 quarters since.
Regal Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $307K in Q1 2026.
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 Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.