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

Hoxton Planning & 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	$488K	Sell	5,213 -8	-0.2%	-$748	0.13%	126
2026 Q1	$487K	Sell	5,221 -12	-0.2%	-$1.13K	0.15%	114
2025 Q4	$496K	Sell	5,233 -236	-4%	-$22.4K	0.15%	114
2025 Q3	$523K	Sell	5,469 -62	-1%	-$5.89K	0.17%	110
2025 Q2	$526K	Sell	5,531 -3,930	-42%	-$366K	0.18%	100
2025 Q1	$886K	Sell	9,461 -609	-6%	-$57.5K	0.34%	62
2024 Q4	$943K	Sell	10,070 -99	-1%	-$9.36K	0.36%	52
2024 Q3	$971K	Sell	10,169 -4,895	-32%	-$460K	0.38%	44
2024 Q2	$1.4M	Sell	15,064 -431	-3%	-$39.9K	0.65%	27
2024 Q1	$1.45M	Sell	15,495 -494	-3%	-$46K	0.69%	24
2023 Q4	$1.49M	Buy	+15,989	New	+$1.45M	0.79%	25

Other funds holding HYS

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

AIM

Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Hoxton Planning & Management's HYS Position: Q2 2026 in Review

Hoxton Planning & Management reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.15% in Q2 2026, selling an estimated $748 and leaving 5,213 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #126.

Hoxton Planning & Management first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2023. 38 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Hoxton Planning & Management held 5,213 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $488K as of Q2 2026.
Hoxton Planning & Management sold 8 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $748.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.13% of Hoxton Planning & Management's portfolio in Q2 2026, its #126 holding.
Hoxton Planning & Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Hoxton Planning & Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.49M in Q4 2023.
38 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 Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.