WFA of San Diego’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

WFA of San Diego’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	–	Sell	-1,015	Closed	-$94.7K	–	213
2026 Q1	$94.7K	Hold	1,015	–	–	0.08%	136
2025 Q4	$96.2K	Hold	1,015	–	–	0.07%	137
2025 Q3	$97.1K	Hold	1,015	–	–	0.07%	142
2025 Q2	$96.4K	Buy	+1,015	New	+$94.5K	0.07%	140
2024 Q3	$135K	Hold	1,415	–	–	0.11%	105
2024 Q2	$131K	Buy	+1,415	New	+$131K	0.12%	104
2023 Q3	$128K	Hold	1,415	–	–	0.13%	97
2023 Q2	$129K	Buy	+1,415	New	+$128K	0.13%	97
2023 Q1	–	Sell	-1,415	Closed	-$126K	–	212
2022 Q4	$126K	Buy	+1,415	New	+$127K	0.1%	118
2022 Q3	–	Sell	-1,415	Closed	-$125K	–	207
2022 Q2	$125K	Buy	+1,415	New	+$131K	0.11%	101
2022 Q1	–	Sell	-1,415	Closed	-$140K	–	115
2021 Q4	$140K	Hold	1,415	–	–	0.08%	139
2021 Q3	$140K	Buy	+1,415	New	+$141K	0.1%	120

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 $773M AUM 12.02% 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

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

WFA of San Diego's HYS Position: Q2 2026 in Review

WFA of San Diego sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026, closing a stake of 1,015 shares — an estimated $94.7K sold.

WFA of San Diego first reported a position in HYS in Q3 2021 and held it in 12 quarters. The position peaked at $140K in Q4 2021. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

WFA of San Diego reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,015 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $94.7K.
WFA of San Diego first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2021 and held it in 12 quarters.
WFA of San Diego's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $140K in Q4 2021.
267 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 WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.