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 Q2	$1.87K	Hold	20	–	–	﹤0.01%	419
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	–	127
2022 Q4	$1.78K	Buy	+20	New	+$1.79K	﹤0.01%	174

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

FWL Investment Management's HYS Position: Q2 2026 in Review

FWL Investment Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 20 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

FWL Investment Management first reported a position in HYS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.91K in Q3 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

FWL Investment Management held 20 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.87K as of Q2 2026.
FWL Investment Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #419 holding.
FWL Investment Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.91K in Q3 2025.
264 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.