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

Rollins Financial 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 Q1	$281K	Hold	3,010	–	–	0.04%	141
2025 Q4	$285K	Sell	3,010 -1,112	-27%	-$106K	0.04%	128
2025 Q3	$394K	Sell	4,122 -158	-4%	-$15K	0.06%	105
2025 Q2	$407K	Sell	4,280 -1,764	-29%	-$164K	0.06%	89
2025 Q1	$566K	Sell	6,044 -743	-11%	-$70.2K	0.1%	73
2024 Q4	$636K	Sell	6,787 -1,041	-13%	-$98.4K	0.1%	71
2024 Q3	$748K	Buy	7,828 +1,323	+20%	+$124K	0.12%	63
2024 Q2	$603K	Buy	6,505 +1,298	+25%	+$120K	0.1%	70
2024 Q1	$487K	Sell	5,207 -609	-10%	-$56.7K	0.09%	71
2023 Q4	$541K	Buy	+5,816	New	+$528K	0.11%	63

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

Rollins Financial Advisors's HYS Position: Q1 2026 in Review

Rollins Financial Advisors held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q1 2026 at 3,010 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #141.

Rollins Financial Advisors first reported a position in HYS in Q4 2023 and has held it in 10 quarters since. The position peaked at $748K in Q3 2024. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Rollins Financial Advisors held 3,010 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $281K as of Q1 2026.
Rollins Financial Advisors left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #141 holding.
Rollins Financial Advisors 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.
Rollins Financial Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $748K in Q3 2024.
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 Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.