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

Stonebridge Financial Planning 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 Q1	$283K	Sell	3,035 -385	-11%	-$36.3K	0.1%	151
2025 Q4	$324K	Sell	3,420 -290	-8%	-$27.5K	0.12%	141
2025 Q3	$355K	Buy	3,710 +200	+6%	+$19K	0.13%	138
2025 Q2	$333K	Hold	3,510	–	–	0.14%	137
2025 Q1	$329K	Hold	3,510	–	–	0.15%	132
2024 Q4	$329K	Sell	3,510 -200	-5%	-$18.9K	0.15%	132
2024 Q3	$354K	Sell	3,710 -560	-13%	-$52.6K	0.17%	126
2024 Q2	$396K	Sell	4,270 -1,933	-31%	-$179K	0.2%	115
2024 Q1	$580K	Buy	6,203 +850	+16%	+$79.2K	0.31%	89
2023 Q4	$498K	Sell	5,353 -390	-7%	-$35.4K	0.29%	88
2023 Q3	$519K	Buy	5,743 +310	+6%	+$28.2K	0.33%	76
2023 Q2	$495K	Sell	5,433 -110	-2%	-$9.94K	0.3%	80
2023 Q1	$506K	Buy	5,543 +535	+11%	+$48.5K	0.33%	76
2022 Q4	$447K	Buy	+5,008	New	+$448K	0.3%	86
2022 Q1	–	Sell	-787	Closed	-$77K	–	222
2021 Q4	$77K	Buy	787 +1	+0.1%	+$99	0.04%	187
2021 Q3	$78K	Buy	786 +2	+0.3%	+$199	0.04%	187
2021 Q2	$78K	Sell	784 -374	-32%	-$37.1K	0.04%	180
2021 Q1	$115K	Sell	1,158 -147	-11%	-$14.5K	0.07%	145
2020 Q4	$128K	Sell	1,305 -1,098	-46%	-$105K	0.08%	134
2020 Q3	$227K	Sell	2,403 -1,412	-37%	-$132K	0.16%	87
2020 Q2	$350K	Sell	3,815 -836	-18%	-$74.7K	0.3%	61
2020 Q1	$402K	Sell	4,651 -1,371	-23%	-$131K	0.4%	53
2019 Q4	$601K	Buy	+6,022	New	+$597K	0.54%	45

Other funds holding HYS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Stonebridge Financial Planning Group's HYS Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 11% in Q1 2026, selling an estimated $36.3K and leaving 3,035 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #151.

Stonebridge Financial Planning Group first reported a position in HYS in Q4 2019 and has held it in 23 quarters since. The position peaked at $601K in Q4 2019. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Stonebridge Financial Planning Group held 3,035 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $283K as of Q1 2026.
Stonebridge Financial Planning Group sold 385 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $36.3K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.1% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #151 holding.
Stonebridge Financial Planning Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and has held it in 23 quarters since.
Stonebridge Financial Planning Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $601K in Q4 2019.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.