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

Seamount Financial Group’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	$4.39M	Buy	47,017 +2,215	+5%	+$209K	1.98%	12
2025 Q4	$4.25M	Buy	44,802 +1,324	+3%	+$126K	1.93%	12
2025 Q3	$4.16M	Buy	43,478 +2,861	+7%	+$272K	1.96%	12
2025 Q2	$3.86M	Buy	40,617 +2,705	+7%	+$252K	1.98%	12
2025 Q1	$3.55M	Buy	37,912 +5,373	+17%	+$507K	2.42%	9
2024 Q4	$3.05M	Buy	32,539 +1,744	+6%	+$165K	2.11%	9
2024 Q3	$2.94M	Buy	30,795 +2,649	+9%	+$249K	2.21%	10
2024 Q2	$2.61M	Buy	28,146 +1,320	+5%	+$122K	2.13%	13
2024 Q1	$2.51M	Buy	26,826 +486	+2%	+$45.3K	2.2%	12
2023 Q4	$2.45M	Buy	+26,340	New	+$2.39M	2.35%	9

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group

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

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Cetera Investment Advisers

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

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return