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Stokes Capital Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Stokes Capital Advisors’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 		$3.58M Buy
38,282
+288
+0.8% +$26.9K 0.77% 48
2026
Q1 		$3.54M Buy
37,994
+27,108
+249% +$2.56M 0.79% 49
2025
Q4 		$1.03M Sell
10,886
-898
-8% -$85.3K 0.24% 56
2025
Q3 		$1.13M Buy
11,784
+399
+4% +$37.9K 0.26% 53
2025
Q2 		$1.08M Buy
11,385
+3,017
+36% +$281K 0.26% 52
2025
Q1 		$784K Sell
8,368
-4,332
-34% -$409K 0.2% 56
2024
Q4 		$1.19M Buy
12,700
+9,635
+314% +$911K 0.31% 51
2024
Q3 		$293K Buy
3,065
+81
+3% +$7.61K 0.08% 70
2024
Q2 		$277K Buy
2,984
+75
+3% +$6.94K 0.08% 69
2024
Q1 		$272K Buy
+2,909
New +$271K 0.08% 73
2023
Q3 		– Sell
-2,277
Closed -$208K – 80
2023
Q2 		$208K Sell
2,277
-1,985
-47% -$179K 0.07% 79
2023
Q1 		$389K Sell
4,262
-355
-8% -$32.2K 0.13% 73
2022
Q4 		$412K Sell
4,617
-560
-11% -$50.1K 0.14% 74
2022
Q3 		$452K Sell
5,177
-1,080
-17% -$97.8K 0.17% 75
2022
Q2 		$554K Sell
6,257
-13,892
-69% -$1.29M 0.19% 69
2022
Q1 		$1.94M Sell
20,149
-318
-2% -$30.7K 0.57% 51
2021
Q4 		$2.03M Sell
20,467
-113
-0.5% -$11.2K 0.6% 51
2021
Q3 		$2.04M Buy
20,580
+96
+0.5% +$9.54K 0.66% 50
2021
Q2 		$2.05M Buy
20,484
+3,466
+20% +$344K 0.67% 51
2021
Q1 		$1.69M Sell
17,018
-47
-0.3% -$4.62K 0.69% 49
2020
Q4 		$1.68M Buy
17,065
+947
+6% +$91K 0.73% 48
2020
Q3 		$1.51M Buy
16,118
+2,336
+17% +$219K 0.73% 47
2020
Q2 		$1.26M Sell
13,782
-1,731
-11% -$155K 0.67% 51
2020
Q1 		$1.33M Buy
15,513
+1,007
+7% +$96.3K 0.8% 50
2019
Q4 		$1.45M Buy
14,506
+330
+2% +$32.7K 0.73% 54
2019
Q3 		$1.41M Buy
14,176
+2,313
+19% +$231K 0.76% 55
2019
Q2 		$1.19M Buy
11,863
+817
+7% +$81.6K 0.68% 59
2019
Q1 		$1.11M Sell
11,046
-407
-4% -$40.2K 0.67% 59
2018
Q4 		$1.09M Sell
11,453
-393
-3% -$38.5K 0.75% 54
2018
Q3 		$1.19M Buy
11,846
+273
+2% +$27.3K 0.73% 57
2018
Q2 		$1.15M Sell
11,573
-12,267
-51% -$1.23M 0.75% 59
2018
Q1 		$2.38M Sell
23,840
-157
-0.7% -$15.7K 1.56% 17
2017
Q4 		$2.41M Buy
+23,997
New +$2.42M 1.63% 14

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
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

Stokes Capital Advisors's HYS Position: Q2 2026 in Review

Stokes Capital Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.76% in Q2 2026, buying an estimated $26.9K and bringing the position to 38,282 shares worth $3.58M. The position accounts for 0.77% of the portfolio, ranked #48.

Stokes Capital Advisors first reported a position in HYS in Q4 2017 and has held it in 33 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Stokes Capital Advisors held 38,282 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $3.58M as of Q2 2026.
  • Stokes Capital Advisors bought 288 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $26.9K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.77% of Stokes Capital Advisors's portfolio in Q2 2026, its #48 holding.
  • Stokes Capital Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and has held it in 33 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 Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.