Strategic Advocates’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Strategic Advocates’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	$367K	Sell	3,931 -72,169	-95%	-$6.81M	1.62%	16
2025 Q4	$7.27M	Buy	76,100 +18,309	+32%	+$1.74M	1.86%	12
2025 Q3	$5.53M	Buy	57,791 +13,347	+30%	+$1.27M	1.44%	13
2025 Q2	$4.22M	Sell	44,444 -5,445	-11%	-$507K	1.25%	16
2025 Q1	$4.67M	Sell	49,889 -53,013	-52%	-$5.01M	1.62%	11
2024 Q4	$9.64M	Buy	102,902 +8,191	+9%	+$774K	3.25%	10
2024 Q3	$9.04M	Buy	94,711 +7,319	+8%	+$687K	3.24%	9
2024 Q2	$8.1M	Buy	87,392 +4,346	+5%	+$402K	3.21%	9
2024 Q1	$7.76M	Buy	83,046 +76,017	+1,081%	+$7.08M	2.99%	9
2023 Q4	$654K	Buy	7,029 +1,464	+26%	+$133K	0.28%	71
2023 Q3	$503K	Buy	+5,565	New	+$505K	0.24%	80

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

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

Strategic Advocates's HYS Position: Q1 2026 in Review

Strategic Advocates reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 95% in Q1 2026, selling an estimated $6.81M and leaving 3,931 shares worth $367K. The position accounts for 1.62% of the portfolio, ranked #16.

Strategic Advocates first reported a position in HYS in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.64M in Q4 2024. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Strategic Advocates held 3,931 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $367K as of Q1 2026.
Strategic Advocates sold 72,169 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $6.81M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 1.62% of Strategic Advocates's portfolio in Q1 2026, its #16 holding.
Strategic Advocates first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $9.64M in Q4 2024.
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 Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.