Howard Wealth Management
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Howard Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond 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
Q3 		$940K Buy
10,393
+177
+2% +$16.4K 0.34% 63
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% +$9.5K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

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

Howard Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund (HYS) stake by 1.7% in Q3 2026, buying an estimated $16.4K and bringing the position to 10,393 shares worth $940K. The position accounts for 0.34% of the portfolio, ranked #63.

Howard Wealth Management first reported a position in HYS in Q4 2019 and has held it in 25 quarters since. The position peaked at $955K in Q2 2026. 232 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

  • Howard Wealth Management held 10,393 shares of PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund worth $940K as of Q3 2026.
  • Howard Wealth Management bought 177 PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $16.4K.
  • PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund made up 0.34% of Howard Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Howard Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund in Q4 2019 and has held it in 25 quarters since.
  • Howard Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund position peaked at $955K in Q2 2026.
  • 232 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.