Sound Income Strategies’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Sound Income Strategies’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
2025 Q3	–	Sell	-44	Closed	-$4.18K	–	1764
2025 Q2	$4.18K	Buy	+44	New	+$4.09K	﹤0.01%	1129
2021 Q3	–	Sell	-73	Closed	-$7K	–	860
2021 Q2	$7K	Buy	+73	New	+$7.25K	﹤0.01%	543
2019 Q2	–	Sell	-28	Closed	-$3K	–	704
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	504
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	495
2018 Q3	$3K	Sell	28 -149	-84%	-$14.9K	﹤0.01%	507
2018 Q2	$18K	Hold	177	–	–	0.01%	227
2018 Q1	$18K	Hold	177	–	–	0.01%	207
2017 Q4	$18K	Buy	+177	New	+$17.8K	0.01%	147

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Sound Income Strategies's HYS Position: Q3 2025 in Review

Sound Income Strategies sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2025, closing a stake of 44 shares — an estimated $4.18K sold.

Sound Income Strategies first reported a position in HYS in Q4 2017 and held it in 8 quarters. The position peaked at $18K in Q2 2018. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

Sound Income Strategies reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 44 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $4.18K.
Sound Income Strategies first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 8 quarters.
Sound Income Strategies's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $18K in Q2 2018.
235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.