BAM Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund HYS Stock Holding History

BAM Wealth Management’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	–	Sell	-6,284	Closed	-$588K	–	208
2026 Q2	$588K	Buy	6,284 +119	+2%	+$11.1K	0.37%	75
2026 Q1	$575K	Buy	6,165 +229	+4%	+$21.6K	0.43%	66
2025 Q4	$563K	Buy	5,936 +392	+7%	+$37.2K	0.41%	67
2025 Q3	$530K	Buy	+5,544	New	+$527K	0.41%	67

Other funds holding HYS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

BAM Wealth Management's HYS Position: Q3 2026 in Review

BAM Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund (HYS) in Q3 2026, closing a stake of 6,284 shares — an estimated $588K sold.

BAM Wealth Management first reported a position in HYS in Q3 2025 and held it in 4 quarters. The position peaked at $588K in Q2 2026. 144 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

BAM Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
BAM Wealth Management sold 6,284 PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $588K.
BAM Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund in Q3 2025 and held it in 4 quarters.
BAM Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund position peaked at $588K in Q2 2026.
144 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.