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

Sunbelt Securities’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	$4.56K	Buy	49 +1	+2%	+$94	﹤0.01%	1707
2025 Q4	$4.55K	Buy	48 +1	+2%	+$95	﹤0.01%	1666
2025 Q3	$4.51K	Buy	47 +2	+4%	+$190	﹤0.01%	1658
2025 Q2	$4.18K	Hold	45	–	–	﹤0.01%	1487
2025 Q1	$4.26K	Hold	45	–	–	﹤0.01%	1454
2024 Q4	$4.21K	Buy	45 +1	+2%	+$95	﹤0.01%	1484
2024 Q3	$4.19K	Buy	44 +1	+2%	+$94	﹤0.01%	1480
2024 Q2	$3.99K	Buy	43 +1	+2%	+$92	﹤0.01%	1437
2024 Q1	$3.95K	Buy	42 +1	+2%	+$93	﹤0.01%	1405
2023 Q4	$3.86K	Hold	41	–	–	﹤0.01%	1355
2023 Q3	$3.68K	Buy	41 +1	+3%	+$91	﹤0.01%	1367
2023 Q2	$3.66K	Buy	40 +1	+3%	+$90	﹤0.01%	1381
2023 Q1	$3.57K	Buy	+39	New	+$3.54K	﹤0.01%	1357

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

Sunbelt Securities's HYS Position: Q1 2026 in Review

Sunbelt Securities increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.1% in Q1 2026, buying an estimated $94 and bringing the position to 49 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Sunbelt Securities first reported a position in HYS in Q1 2023 and has held it in 13 quarters since. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Sunbelt Securities held 49 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.56K as of Q1 2026.
Sunbelt Securities bought 1 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share in Q1 2026, an estimated $94.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1707 holding.
Sunbelt Securities first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2023 and has held it in 13 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.