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BAM Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index 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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

BAM Wealth Management's HYS Position: Q2 2026 in Review

BAM Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,284 shares worth $588K. The position accounts for 0.37% of the portfolio, ranked #75.

BAM Wealth Management first reported a position in HYS in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • BAM Wealth Management held 6,284 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $588K as of Q2 2026.
  • BAM Wealth Management bought 119 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $11.1K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.37% of BAM Wealth Management's portfolio in Q2 2026, its #75 holding.
  • BAM Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 145 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 BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.