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

United Capital Financial Advisors’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	$224K	Sell	2,394 -10,793	-82%	-$1.01M	﹤0.01%	1505
2026 Q1	$1.23M	Buy	+13,187	New	+$1.24M	0.01%	685
2015 Q2	–	Sell	-66,956	Closed	-$6.81M	–	1284
2015 Q1	$6.81M	Buy	66,956 +61,978	+1,245%	+$6.29M	0.08%	287
2014 Q4	$502K	Sell	4,978 -88,076	-95%	-$9.09M	0.01%	821
2014 Q3	$9.64M	Sell	93,054 -11,762	-11%	-$1.24M	0.17%	156
2014 Q2	$11.2M	Sell	104,816 -48,937	-32%	-$5.23M	0.21%	124
2014 Q1	$16.4M	Buy	+153,753	New	+$16.4M	0.35%	64
2013 Q4	–	Sell	-152,926	Closed	-$16M	–	700
2013 Q3	$16M	Buy	+152,926	New	+$16M	0.51%	43

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

United Capital Financial Advisors's HYS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 82% in Q2 2026, selling an estimated $1.01M and leaving 2,394 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

United Capital Financial Advisors first reported a position in HYS in Q3 2013 and has held it in 8 quarters since. The position peaked at $16.4M in Q1 2014. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

United Capital Financial Advisors held 2,394 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $224K as of Q2 2026.
United Capital Financial Advisors sold 10,793 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.01M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1505 holding.
United Capital Financial Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2013 and has held it in 8 quarters since.
United Capital Financial Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $16.4M in Q1 2014.
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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.