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

ViaWealth’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	$1.13M	Buy	12,135 +130	+1%	+$12.3K	0.63%	42
2025 Q4	$1.14M	Sell	12,005 -5,538	-32%	-$526K	0.64%	45
2025 Q3	$1.68M	Sell	17,543 -585	-3%	-$55.6K	0.92%	31
2025 Q2	$1.72M	Sell	18,128 -1,577	-8%	-$147K	1.02%	24
2025 Q1	$1.85M	Buy	19,705 +808	+4%	+$76.3K	1.14%	21
2024 Q4	$1.77M	Buy	18,897 +3,300	+21%	+$312K	1.07%	23
2024 Q3	$1.49M	Buy	15,597 +5,041	+48%	+$473K	0.87%	29
2024 Q2	$979K	Buy	+10,556	New	+$976K	0.61%	49

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

ViaWealth's HYS Position: Q1 2026 in Review

ViaWealth increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.1% in Q1 2026, buying an estimated $12.3K and bringing the position to 12,135 shares worth $1.13M. The position accounts for 0.63% of the portfolio, ranked #42.

ViaWealth first reported a position in HYS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q1 2025. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

ViaWealth held 12,135 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.13M as of Q1 2026.
ViaWealth bought 130 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $12.3K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.63% of ViaWealth's portfolio in Q1 2026, its #42 holding.
ViaWealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
ViaWealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.85M in Q1 2025.
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 ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.