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

TD Private Client Wealth’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 Q2	$22.8M	Buy	243,726 +16,328	+7%	+$1.53M	0.42%	44
2026 Q1	$21.2M	Buy	227,398 +28,634	+14%	+$2.7M	0.44%	43
2025 Q4	$18.8M	Buy	198,764 +16,584	+9%	+$1.57M	0.4%	45
2025 Q3	$17.4M	Buy	182,180 +23,486	+15%	+$2.23M	0.39%	47
2025 Q2	$15.1M	Buy	158,694 +7,174	+5%	+$668K	0.37%	48
2025 Q1	$14.2M	Buy	151,520 +11,954	+9%	+$1.13M	0.39%	46
2024 Q4	$13.1M	Buy	139,566 +14,879	+12%	+$1.41M	0.37%	49
2024 Q3	$11.9M	Buy	124,687 +15,008	+14%	+$1.41M	0.34%	51
2024 Q2	$10.2M	Buy	109,679 +21,302	+24%	+$1.97M	0.32%	57
2024 Q1	$8.26M	Buy	88,377 +29,494	+50%	+$2.75M	0.27%	64
2023 Q4	$5.48M	Buy	58,883 +6,537	+12%	+$593K	0.2%	90
2023 Q3	$4.73M	Buy	52,346 +26,159	+100%	+$2.38M	0.2%	98
2023 Q2	$2.39M	Buy	26,187 +3,827	+17%	+$346K	0.1%	193
2023 Q1	$2.04M	Buy	22,360 +1,268	+6%	+$115K	0.09%	222
2022 Q4	$1.88M	Sell	21,092 -10,661	-34%	-$954K	0.09%	228
2022 Q3	$2.77M	Buy	31,753 +2,486	+8%	+$225K	0.14%	150
2022 Q2	$2.59M	Buy	29,267 +6,727	+30%	+$622K	0.13%	172
2022 Q1	$2.17M	Buy	22,540 +256	+1%	+$24.7K	0.09%	220
2021 Q4	$2.21M	Buy	22,284 +5,414	+32%	+$535K	0.09%	219
2021 Q3	$1.67M	Buy	16,870 +1,742	+12%	+$173K	0.07%	263
2021 Q2	$1.51M	Buy	15,128 +1,269	+9%	+$126K	0.06%	277
2021 Q1	$1.37M	Buy	13,859 +6,620	+91%	+$651K	0.06%	279
2020 Q4	$711K	Buy	7,239 +1,559	+27%	+$150K	0.04%	336
2020 Q3	$533K	Sell	5,680 -55	-1%	-$5.15K	0.03%	351
2020 Q2	$523K	Sell	5,735 -5,839	-50%	-$522K	0.03%	351
2020 Q1	$992K	Buy	11,574 +384	+3%	+$36.7K	0.07%	226
2019 Q4	$1.12M	Buy	+11,190	New	+$1.11M	0.07%	258

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 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 $110B AUM 26.29% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

TD Private Client Wealth's HYS Position: Q2 2026 in Review

TD Private Client Wealth increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 7.2% in Q2 2026, buying an estimated $1.53M and bringing the position to 243,726 shares worth $22.8M. The position accounts for 0.42% of the portfolio, ranked #44.

TD Private Client Wealth first reported a position in HYS in Q4 2019 and has held it in 27 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

TD Private Client Wealth held 243,726 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $22.8M as of Q2 2026.
TD Private Client Wealth bought 16,328 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.53M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.42% of TD Private Client Wealth's portfolio in Q2 2026, its #44 holding.
TD Private Client Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
264 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.