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

Financial Synergies Wealth Advisors’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 		$571K Buy
6,111
+827
+16% +$77.3K 0.05% 81
2026
Q1 		$493K Buy
5,284
+806
+18% +$76K 0.05% 84
2025
Q4 		$425K Buy
4,478
+422
+10% +$40.1K 0.04% 79
2025
Q3 		$388K Buy
4,056
+260
+7% +$24.7K 0.04% 74
2025
Q2 		$361K Buy
3,796
+872
+30% +$81.2K 0.04% 75
2025
Q1 		$274K Buy
+2,924
New +$276K 0.03% 71
2024
Q4 		– Sell
-2,162
Closed -$206K – 77
2024
Q3 		$206K Sell
2,162
-79
-4% -$7.42K 0.03% 73
2024
Q2 		$208K Buy
2,241
+344
+18% +$31.8K 0.03% 69
2024
Q1 		$177K Buy
+1,897
New +$177K 0.02% 74

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
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 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
SCA
Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's HYS Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 16% in Q2 2026, buying an estimated $77.3K and bringing the position to 6,111 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #81.

Financial Synergies Wealth Advisors first reported a position in HYS in Q1 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Financial Synergies Wealth Advisors held 6,111 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $571K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 827 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $77.3K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Financial Synergies Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
  • 64 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 Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.