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 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 $1.66T 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 Financial Concepts's HYS Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2026: 4,698 shares worth $438K. The stake represents 0.11% of the portfolio and ranks #171 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in HYS as recently as Q3 2025.

Strategic Financial Concepts first reported a position in HYS in Q3 2025 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Strategic Financial Concepts held 4,698 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $438K as of Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Strategic Financial Concepts position in Q1 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.11% of Strategic Financial Concepts's portfolio in Q1 2026, its #171 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 2 quarters since.
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 Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.