Valued Retirements
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Valued Retirements’s PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund HYS Stock Holding History

Valued Retirements’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
Q3 		$434K Buy
+4,794
New +$443K 0.38% 57

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Valued Retirements's HYS Position: Q3 2026 in Review

Valued Retirements opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund (HYS) in Q3 2026: 4,794 shares worth $434K. The stake represents 0.38% of the portfolio and ranks #57 among its holdings.

190 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

  • Valued Retirements held 4,794 shares of PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund worth $434K as of Q3 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund was a new Valued Retirements position in Q3 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund made up 0.38% of Valued Retirements's portfolio in Q3 2026, its #57 holding.
  • 190 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Valued Retirements's 13F filing for Q3 2026, filed 6 Nov 2026.