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 Q2	$567K	Sell	6,069 -23	-0.4%	-$2.15K	0.32%	73
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 $1.89T 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

Richardson Financial Services's HYS Position: Q2 2026 in Review

Richardson Financial Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.38% in Q2 2026, selling an estimated $2.15K and leaving 6,069 shares worth $567K. The position accounts for 0.32% of the portfolio, ranked #73.

Richardson Financial Services first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2023. 266 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Richardson Financial Services held 6,069 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $567K as of Q2 2026.
Richardson Financial Services sold 23 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.15K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.32% of Richardson Financial Services's portfolio in Q2 2026, its #73 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 11 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.
266 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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.