Steinberganna Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Steinberganna Wealth Management’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	$203K	Buy	+2,167	New	+$203K	0.08%	132
2026 Q1	–	Sell	-2,113	Closed	-$200K	–	138
2025 Q4	$200K	Sell	2,113 -242	-10%	-$23K	0.09%	122
2025 Q3	$225K	Buy	+2,355	New	+$224K	0.11%	112

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

Steinberganna Wealth Management's HYS Position: Q2 2026 in Review

Steinberganna Wealth Management opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026: 2,167 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings. This is a return to the name: Steinberganna Wealth Management previously reported a position in HYS as recently as Q4 2025.

Steinberganna Wealth Management first reported a position in HYS in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Steinberganna Wealth Management held 2,167 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $203K as of Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Steinberganna Wealth Management position in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.08% of Steinberganna Wealth Management's portfolio in Q2 2026, its #132 holding.
Steinberganna Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
Steinberganna Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $225K in Q3 2025.
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 Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.