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 Q2	$4.54M	Buy	48,596 +1,579	+3%	+$148K	1.83%	12
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 $1.89T 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

Seamount Financial Group's HYS Position: Q2 2026 in Review

Seamount Financial Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 3.4% in Q2 2026, buying an estimated $148K and bringing the position to 48,596 shares worth $4.54M. The position accounts for 1.83% of the portfolio, ranked #12.

Seamount Financial Group first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Seamount Financial Group held 48,596 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.54M as of Q2 2026.
Seamount Financial Group bought 1,579 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $148K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 1.83% of Seamount Financial Group's portfolio in Q2 2026, its #12 holding.
Seamount Financial Group 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.
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 Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.