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

TD Capital 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	$57.7K	Buy	619 +12	+2%	+$1.13K	0.01%	223
2025 Q4	$57.6K	Buy	607 +11	+2%	+$1.04K	0.01%	217
2025 Q3	$57K	Buy	596 +10	+2%	+$950	0.01%	207
2025 Q2	$55.7K	Buy	+586	New	+$54.5K	0.01%	208
2015 Q3	–	Sell	-6,903	Closed	-$689K	–	154
2015 Q2	$689K	Sell	6,903 -37,139	-84%	-$3.78M	0.18%	37
2015 Q1	$4.47M	Sell	44,042 -59,811	-58%	-$6.07M	1.05%	23
2014 Q4	$10.5M	Buy	103,853 +16,675	+19%	+$1.72M	2.4%	16
2014 Q3	$9.04M	Buy	+87,178	New	+$9.19M	2.05%	18
2014 Q1	–	Sell	-159,053	Closed	-$16.9M	–	167
2013 Q4	$16.9M	Buy	159,053 +3,796	+2%	+$403K	3.98%	4
2013 Q3	$16.3M	Buy	155,257 +154,980	+55,949%	+$16.2M	3.77%	5
2013 Q2	$28K	Buy	+277	New	+$29K	0.01%	125

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

TD Capital Management's HYS Position: Q1 2026 in Review

TD Capital Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2% in Q1 2026, buying an estimated $1.13K and bringing the position to 619 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #223.

TD Capital Management first reported a position in HYS in Q2 2013 and has held it in 11 quarters since. The position peaked at $16.9M in Q4 2013. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

TD Capital Management held 619 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $57.7K as of Q1 2026.
TD Capital Management bought 12 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.13K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #223 holding.
TD Capital Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 11 quarters since.
TD Capital Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $16.9M in Q4 2013.
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 TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.