Richardson Financial Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Richardson Financial Services’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	$568K	Sell	6,092 -183	-3%	-$17.3K	0.36%	69
2025 Q4	$595K	Sell	6,275 -578	-8%	-$54.9K	0.19%	68
2025 Q3	$656K	Buy	6,853 +93	+1%	+$8.84K	0.41%	58
2025 Q2	$637K	Sell	6,760 -1,161	-15%	-$108K	0.43%	62
2025 Q1	$742K	Sell	7,921 -364	-4%	-$34.4K	0.56%	39
2024 Q4	$781K	Sell	8,285 -1,022	-11%	-$96.6K	0.55%	46
2024 Q3	$863K	Hold	9,307	–	–	0.55%	48
2024 Q2	$863K	Sell	9,307 -289	-3%	-$26.7K	0.62%	43
2024 Q1	$897K	Sell	9,596 -1,543	-14%	-$144K	0.63%	44
2023 Q4	$1.04M	Buy	+11,139	New	+$1.01M	0.91%	21

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

Richardson Financial Services's HYS Position: Q1 2026 in Review

Richardson Financial Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.9% in Q1 2026, selling an estimated $17.3K and leaving 6,092 shares worth $568K. The position accounts for 0.36% of the portfolio, ranked #69.

Richardson Financial Services first reported a position in HYS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2023. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Richardson Financial Services held 6,092 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $568K as of Q1 2026.
Richardson Financial Services sold 183 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $17.3K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.36% of Richardson Financial Services's portfolio in Q1 2026, its #69 holding.
Richardson Financial Services 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 10 quarters since.
Richardson Financial Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.04M in Q4 2023.
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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.