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COMPASS FINANCIAL MANAGEMENT LLC’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$655 Buy
+7
New +$655 ﹤0.01% 1400

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OIA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

COMPASS FINANCIAL MANAGEMENT LLC's HYS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026: 7 shares worth $655. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

201 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 7 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $655 as of Q2 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1400 holding.
  • 201 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 COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.