Tennessee Valley Asset Management Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Tennessee Valley Asset Management 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	–	Sell	-64,929	Closed	-$6.16M	–	202
2025 Q4	$6.16M	Buy	64,929 +3,408	+6%	+$324K	0.8%	22
2025 Q3	$5.89M	Buy	+61,521	New	+$5.85M	0.8%	22
2025 Q2	–	Sell	-36,912	Closed	-$3.46M	–	108
2025 Q1	$3.46M	Sell	36,912 -817	-2%	-$77.2K	0.56%	28
2024 Q4	$3.53M	Sell	37,729 -1,559	-4%	-$147K	0.59%	28
2024 Q3	$3.75M	Buy	39,288 +1,933	+5%	+$182K	0.62%	27
2024 Q2	$3.46M	Buy	+37,355	New	+$3.45M	0.65%	27

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Carson Wealth (CWM LLC)

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return