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

FWL Investment 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
Q1 		$1.86K Hold
20
– – ﹤0.01% 323
2025
Q4 		$1.9K Hold
20
– – ﹤0.01% 339
2025
Q3 		$1.91K Hold
20
– – ﹤0.01% 311
2025
Q2 		$1.9K Hold
20
– – ﹤0.01% 294
2025
Q1 		$1.87K Hold
20
– – ﹤0.01% 276
2024
Q4 		$1.87K Hold
20
– – ﹤0.01% 290
2024
Q3 		$1.91K Hold
20
– – ﹤0.01% 274
2024
Q2 		$1.85K Hold
20
– – ﹤0.01% 220
2024
Q1 		$1.87K Hold
20
– – ﹤0.01% 211
2023
Q4 		$1.86K Hold
20
– – ﹤0.01% 216
2023
Q3 		$1.81K Buy
+20
New +$1.82K ﹤0.01% 176
2023
Q1 		– Sell
-20
Closed -$1.78K – 128
2022
Q4 		$1.78K Buy
+20
New +$1.79K ﹤0.01% 174

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return