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J.W. Burns & Co’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

J.W. Burns & Co’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 		$456K Buy
4,875
+185
+4% +$17.3K 0.05% 145
2026
Q1 		$437K Buy
4,690
+1,417
+43% +$134K 0.05% 138
2025
Q4 		$310K Buy
3,273
+158
+5% +$15K 0.03% 155
2025
Q3 		$298K Sell
3,115
-140
-4% -$13.3K 0.03% 159
2025
Q2 		$309K Sell
3,255
-350
-10% -$32.6K 0.04% 155
2025
Q1 		$338K Sell
3,605
-1,001
-22% -$94.5K 0.04% 150
2024
Q4 		$431K Sell
4,606
-1,155
-20% -$109K 0.06% 145
2024
Q3 		$550K Sell
5,761
-250
-4% -$23.5K 0.07% 131
2024
Q2 		$557K Hold
6,011
– – 0.08% 130
2024
Q1 		$562K Sell
6,011
-865
-13% -$80.6K 0.08% 131
2023
Q4 		$640K Sell
6,876
-1,167
-15% -$106K 0.09% 122
2023
Q3 		$726K Buy
+8,043
New +$731K 0.12% 109

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
FF
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
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
RA
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

J.W. Burns & Co's HYS Position: Q2 2026 in Review

J.W. Burns & Co increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 3.9% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,875 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #145.

J.W. Burns & Co first reported a position in HYS in Q3 2023 and has held it in 12 quarters since. The position peaked at $726K in Q3 2023. 33 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • J.W. Burns & Co held 4,875 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $456K as of Q2 2026.
  • J.W. Burns & Co bought 185 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $17.3K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.05% of J.W. Burns & Co's portfolio in Q2 2026, its #145 holding.
  • J.W. Burns & Co first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
  • J.W. Burns & Co's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $726K in Q3 2023.
  • 33 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 J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.