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

Strategic Financial Concepts’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	$481K	Buy	5,147 +449	+10%	+$42K	0.14%	135
2026 Q1	$438K	Buy	+4,698	New	+$443K	0.11%	171
2025 Q4	–	Sell	-4,283	Closed	-$410K	–	190
2025 Q3	$410K	Buy	+4,283	New	+$407K	0.06%	156

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

Strategic Financial Concepts's HYS Position: Q2 2026 in Review

Strategic Financial Concepts increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 9.6% in Q2 2026, buying an estimated $42K and bringing the position to 5,147 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #135.

Strategic Financial Concepts first reported a position in HYS in Q3 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Strategic Financial Concepts held 5,147 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $481K as of Q2 2026.
Strategic Financial Concepts bought 449 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $42K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.14% of Strategic Financial Concepts's portfolio in Q2 2026, its #135 holding.
Strategic Financial Concepts 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.
265 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 Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.