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

Strategic Wealth Partners’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	$146K	Sell	1,566 -277	-15%	-$26.1K	0.01%	343
2025 Q4	$175K	Sell	1,843 -3,669	-67%	-$348K	0.01%	326
2025 Q3	$527K	Buy	5,512 +4,766	+639%	+$453K	0.04%	222
2025 Q2	$70.9K	Buy	+746	New	+$69.4K	0.01%	437
2019 Q2	–	Sell	-23	Closed	-$2K	–	772
2019 Q1	$2K	Buy	+23	New	+$2.27K	﹤0.01%	720

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 Wealth Partners's HYS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 15% in Q1 2026, selling an estimated $26.1K and leaving 1,566 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #343.

Strategic Wealth Partners first reported a position in HYS in Q1 2019 and has held it in 5 quarters since. The position peaked at $527K in Q3 2025. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Strategic Wealth Partners held 1,566 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $146K as of Q1 2026.
Strategic Wealth Partners sold 277 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $26.1K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #343 holding.
Strategic Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $527K in Q3 2025.
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 Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.