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

West 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	$15K	Hold	160	–	–	﹤0.01%	131
2026 Q1	$14.9K	Hold	160	–	–	﹤0.01%	129
2025 Q4	$15.2K	Sell	160 -4,246	-96%	-$403K	﹤0.01%	131
2025 Q3	$422K	Sell	4,406 -140,002	-97%	-$13.3M	0.07%	49
2025 Q2	$13.7M	Buy	144,408 +1,818	+1%	+$169K	2.39%	11
2025 Q1	$13.4M	Buy	142,590 +2,237	+2%	+$211K	2.54%	11
2024 Q4	$13.1M	Buy	140,353 +1,665	+1%	+$157K	2.54%	12
2024 Q3	$13.2M	Buy	138,688 +69,408	+100%	+$6.52M	2.55%	11
2024 Q2	$6.42M	Buy	69,280 +3,475	+5%	+$321K	1.33%	16
2024 Q1	$6.15M	Buy	65,805 +1,303	+2%	+$121K	1.32%	16
2023 Q4	$6M	Buy	+64,502	New	+$5.86M	1.37%	16

Other funds holding HYS

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

AIM

Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

West Financial Advisors's HYS Position: Q2 2026 in Review

West Financial Advisors held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 160 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

West Financial Advisors first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q2 2025. 33 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

West Financial Advisors held 160 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $15K as of Q2 2026.
West Financial Advisors left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #131 holding.
West Financial Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
West Financial Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $13.7M in Q2 2025.
33 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 West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.