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

TCFG Wealth Management’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 		$282K Buy
3,020
+80
+3% +$7.54K 0.11% 202
2025
Q4 		$279K Buy
2,940
+182
+7% +$17.3K 0.11% 203
2025
Q3 		$264K Buy
+2,758
New +$262K 0.1% 209

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cetera Investment Advisers
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

TCFG Wealth Management's HYS Position: Q1 2026 in Review

TCFG Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.7% in Q1 2026, buying an estimated $7.54K and bringing the position to 3,020 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #202.

TCFG Wealth Management first reported a position in HYS in Q3 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

  • TCFG Wealth Management held 3,020 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $282K as of Q1 2026.
  • TCFG Wealth Management bought 80 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $7.54K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #202 holding.
  • TCFG Wealth Management 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.
  • 245 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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.