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

Empirical 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	$921K	Buy	9,844 +778	+9%	+$72.8K	0.01%	432
2026 Q1	$846K	Sell	9,066 -10,895	-55%	-$1.03M	0.01%	393
2025 Q4	$1.89M	Sell	19,961 -115	-0.6%	-$10.9K	0.03%	252
2025 Q3	$1.92M	Sell	20,076 -42	-0.2%	-$3.99K	0.04%	248
2025 Q2	$1.91M	Buy	20,118 +1,682	+9%	+$157K	0.04%	237
2025 Q1	$1.73M	Sell	18,436 -42	-0.2%	-$3.97K	0.04%	231
2024 Q4	$1.73M	Buy	18,478 +788	+4%	+$74.5K	0.05%	213
2024 Q3	$1.69M	Sell	17,690 -490	-3%	-$46K	0.05%	206
2024 Q2	$1.69M	Sell	18,180 -65	-0.4%	-$6.01K	0.05%	200
2024 Q1	$1.71M	Sell	18,245 -1,422	-7%	-$132K	0.05%	197
2023 Q4	$1.83M	Buy	19,667 +4,187	+27%	+$380K	0.06%	175
2023 Q3	$1.4M	Buy	15,480 +309	+2%	+$28.1K	0.05%	191
2023 Q2	$1.38M	Sell	15,171 -2,664	-15%	-$241K	0.06%	196
2023 Q1	$1.63M	Sell	17,835 -940	-5%	-$85.2K	0.07%	162
2022 Q4	$1.68M	Sell	18,775 -738	-4%	-$66.1K	0.08%	150
2022 Q3	$1.7M	Buy	19,513 +2,682	+16%	+$243K	0.09%	138
2022 Q2	$1.49M	Buy	16,831 +973	+6%	+$90K	0.08%	160
2022 Q1	$1.53M	Sell	15,858 -1,129	-7%	-$109K	0.08%	164
2021 Q4	$1.68M	Sell	16,987 -104	-0.6%	-$10.3K	0.08%	154
2021 Q3	$1.7M	Sell	17,091 -1,740	-9%	-$173K	0.1%	130
2021 Q2	$1.88M	Sell	18,831 -425	-2%	-$42.2K	0.11%	118
2021 Q1	$1.91M	Sell	19,256 -1,684	-8%	-$166K	0.15%	99
2020 Q4	$2.06M	Sell	20,940 -439	-2%	-$42.2K	0.16%	96
2020 Q3	$2.01M	Buy	21,379 +69	+0.3%	+$6.46K	0.17%	87
2020 Q2	$1.95M	Buy	21,310 +5,761	+37%	+$515K	0.18%	81
2020 Q1	$1.33M	Buy	15,549 +8,737	+128%	+$835K	0.15%	98
2019 Q4	$679K	Sell	6,812 -354	-5%	-$35.1K	0.07%	153
2019 Q3	$715K	Sell	7,166 -90	-1%	-$8.98K	0.09%	134
2019 Q2	$729K	Sell	7,256 -490	-6%	-$49K	0.1%	120
2019 Q1	$776K	Sell	7,746 -414	-5%	-$40.9K	0.11%	110
2018 Q4	$776K	Buy	8,160 +4,490	+122%	+$440K	0.13%	91
2018 Q3	$369K	Sell	3,670 -129	-3%	-$12.9K	0.07%	148
2018 Q2	$378K	Sell	3,799 -1,377	-27%	-$138K	0.07%	128
2018 Q1	$516K	Buy	5,176 +621	+14%	+$62.3K	0.1%	97
2017 Q4	$458K	Sell	4,555 -162	-3%	-$16.3K	0.1%	94
2017 Q3	$479K	Sell	4,717 -332	-7%	-$33.6K	0.11%	86
2017 Q2	$512K	Sell	5,049 -409	-7%	-$41.4K	0.12%	83
2017 Q1	$552K	Sell	5,458 -995	-15%	-$100K	0.14%	78
2016 Q4	$644K	Sell	6,453 -590	-8%	-$58.4K	0.16%	67
2016 Q3	$701K	Sell	7,043 -304	-4%	-$29.8K	0.18%	58
2016 Q2	$712K	Buy	7,347 +1,900	+35%	+$181K	0.19%	59
2016 Q1	$506K	Sell	5,447 -10,478	-66%	-$947K	0.12%	69
2015 Q4	$1.46M	Sell	15,925 -25,072	-61%	-$2.37M	0.36%	35
2015 Q3	$3.88M	Sell	40,997 -19,724	-32%	-$1.94M	0.92%	16
2015 Q2	$6.06M	Sell	60,721 -6,505	-10%	-$661K	1.41%	13
2015 Q1	$6.82M	Sell	67,226 -3,686	-5%	-$374K	1.64%	13
2014 Q4	$7.15M	Buy	70,912 +2,248	+3%	+$232K	1.75%	14
2014 Q3	$7.12M	Sell	68,664 -94	-0.1%	-$9.91K	1.72%	15
2014 Q2	$7.35M	Buy	68,758 +1,504	+2%	+$161K	1.82%	12
2014 Q1	$7.17M	Sell	67,254 -180	-0.3%	-$19.2K	1.89%	12
2013 Q4	$7.17M	Buy	67,434 +645	+1%	+$68.4K	2.03%	12
2013 Q3	$7.01M	Buy	66,789 +64	+0.1%	+$6.69K	2.19%	11
2013 Q2	$6.85M	Buy	+66,725	New	+$6.99M	2.28%	11

Other funds holding HYS

MAWAG

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

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

SFG

Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return

AWC

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

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

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

Empirical Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 8.6% in Q2 2026, buying an estimated $72.8K and bringing the position to 9,844 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #432.

Empirical Wealth Management first reported a position in HYS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.35M in Q2 2014. 97 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Empirical Wealth Management held 9,844 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $921K as of Q2 2026.
Empirical Wealth Management bought 778 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $72.8K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #432 holding.
Empirical Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $7.35M in Q2 2014.
97 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 Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.