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

Security 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	$678K	Sell	7,250 -149	-2%	-$13.9K	0.09%	115
2026 Q1	$690K	Buy	7,399 +493	+7%	+$46.5K	0.11%	108
2025 Q4	$655K	Buy	6,906 +731	+12%	+$69.4K	0.1%	115
2025 Q3	$591K	Buy	6,175 +470	+8%	+$44.7K	0.1%	113
2025 Q2	$542K	Buy	5,705 +242	+4%	+$22.5K	0.1%	107
2025 Q1	$512K	Buy	5,463 +1,341	+33%	+$127K	0.1%	105
2024 Q4	$386K	Buy	4,122 +1,161	+39%	+$110K	0.08%	118
2024 Q3	$283K	Sell	2,961 -959	-24%	-$90.1K	0.06%	135
2024 Q2	$363K	Buy	+3,920	New	+$363K	0.08%	114

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

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

Security Financial Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2% in Q2 2026, selling an estimated $13.9K and leaving 7,250 shares worth $678K. The position accounts for 0.09% of the portfolio, ranked #115.

Security Financial Services first reported a position in HYS in Q2 2024 and has held it in 9 quarters since. The position peaked at $690K in Q1 2026. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Security Financial Services held 7,250 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $678K as of Q2 2026.
Security Financial Services sold 149 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $13.9K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.09% of Security Financial Services's portfolio in Q2 2026, its #115 holding.
Security Financial Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Security Financial Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $690K in Q1 2026.
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 Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.