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

Howard 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	$955K	Buy	10,216 +340	+3%	+$31.8K	0.35%	62
2026 Q1	$921K	Buy	9,876 +483	+5%	+$45.5K	0.39%	61
2025 Q4	$891K	Buy	9,393 +356	+4%	+$33.8K	0.39%	59
2025 Q3	$865K	Buy	9,037 +577	+7%	+$54.8K	0.4%	64
2025 Q2	$804K	Buy	8,460 +781	+10%	+$72.7K	0.41%	65
2025 Q1	$719K	Buy	7,679 +527	+7%	+$49.8K	0.4%	63
2024 Q4	$670K	Buy	7,152 +1,129	+19%	+$107K	0.36%	65
2024 Q3	$575K	Buy	6,023 +534	+10%	+$50.2K	0.33%	67
2024 Q2	$509K	Buy	5,489 +122	+2%	+$11.3K	0.4%	60
2024 Q1	$502K	Sell	5,367 -35	-0.6%	-$3.26K	0.41%	55
2023 Q4	$503K	Sell	5,402 -297	-5%	-$27K	0.42%	53
2023 Q3	$515K	Sell	5,699 -96	-2%	-$8.72K	0.47%	48
2023 Q2	$528K	Sell	5,795 -187	-3%	-$16.9K	0.46%	50
2023 Q1	$546K	Buy	5,982 +14	+0.2%	+$1.27K	0.46%	55
2022 Q4	$533K	Sell	5,968 -28	-0.5%	-$2.51K	0.44%	59
2022 Q3	$523K	Buy	+5,996	New	+$543K	0.37%	61
2022 Q2	–	Sell	-6,083	Closed	-$585K	–	87
2022 Q1	$585K	Buy	6,083 +444	+8%	+$42.9K	0.32%	67
2021 Q4	$558K	Buy	5,639 +823	+17%	+$81.3K	0.29%	74
2021 Q3	$477K	Buy	4,816 +241	+5%	+$23.9K	0.27%	84
2021 Q2	$457K	Buy	4,575 +129	+3%	+$12.8K	0.25%	83
2021 Q1	$440K	Buy	4,446 +97	+2%	+$9.54K	0.26%	83
2020 Q4	$427K	Buy	4,349 +1,044	+32%	+$100K	0.27%	82
2020 Q3	$310K	Buy	+3,305	New	+$310K	0.22%	93
2020 Q1	–	Sell	-125	Closed	-$12K	–	275
2019 Q4	$12K	Buy	+125	New	+$12.4K	0.01%	312

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Howard Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 3.4% in Q2 2026, buying an estimated $31.8K and bringing the position to 10,216 shares worth $955K. The position accounts for 0.35% of the portfolio, ranked #62.

Howard Wealth Management first reported a position in HYS in Q4 2019 and has held it in 24 quarters since. 74 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Howard Wealth Management held 10,216 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $955K as of Q2 2026.
Howard Wealth Management bought 340 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $31.8K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.35% of Howard Wealth Management's portfolio in Q2 2026, its #62 holding.
Howard Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and has held it in 24 quarters since.
74 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 Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.