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

Gilpin 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
Q3 		$996 Hold
11
– – ﹤0.01% 691
2026
Q2 		$1.03K Hold
11
– – ﹤0.01% 507
2026
Q1 		$1.03K Buy
+11
New +$1.04K ﹤0.01% 474

Other funds holding HYS

WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's HYS Position: Q3 2026 in Review

Gilpin Wealth Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q3 2026 at 11 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Gilpin Wealth Management first reported a position in HYS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.03K in Q2 2026. 17 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $996 as of Q3 2026.
  • Gilpin Wealth Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #691 holding.
  • Gilpin Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.03K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.