MFG
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Merit Financial Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Merit Financial Group’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 		$1.85M Sell
19,807
-687
-3% -$64.2K 0.01% 781
2026
Q1 		$1.91M Sell
20,494
-86
-0.4% -$8.11K 0.01% 697
2025
Q4 		$1.95M Sell
20,580
-231
-1% -$21.9K 0.02% 656
2025
Q3 		$1.99M Buy
20,811
+35
+0.2% +$3.33K 0.02% 576
2025
Q2 		$1.97M Sell
20,776
-15,789
-43% -$1.47M 0.02% 527
2025
Q1 		$3.42M Sell
36,565
-2,406
-6% -$227K 0.05% 286
2024
Q4 		$3.65M Sell
38,971
-2,280
-6% -$216K 0.07% 235
2024
Q3 		$3.94M Buy
41,251
+4,446
+12% +$418K 0.09% 178
2024
Q2 		$3.41M Sell
36,805
-568
-2% -$52.5K 0.08% 197
2024
Q1 		$3.47M Buy
37,373
+30,309
+429% +$2.82M 0.08% 189
2023
Q4 		$658K Sell
7,064
-35,215
-83% -$3.2M 0.02% 420
2023
Q3 		$3.82M Sell
42,279
-10,205
-19% -$927K 0.12% 129
2023
Q2 		$4.79M Buy
52,484
+19,143
+57% +$1.73M 0.15% 101
2023
Q1 		$3.04M Buy
+33,341
New +$3.02M 0.11% 142
2022
Q4 		– Sell
-69,636
Closed -$6.08M – 706
2022
Q3 		$6.08M Sell
69,636
-6,058
-8% -$548K 0.26% 50
2022
Q2 		$6.7M Buy
+75,694
New +$7M 0.21% 66

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Merit Financial Group's HYS Position: Q2 2026 in Review

Merit Financial Group reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 3.4% in Q2 2026, selling an estimated $64.2K and leaving 19,807 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #781.

Merit Financial Group first reported a position in HYS in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.7M in Q2 2022. 35 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Merit Financial Group held 19,807 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.85M as of Q2 2026.
  • Merit Financial Group sold 687 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $64.2K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #781 holding.
  • Merit Financial Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $6.7M in Q2 2022.
  • 35 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.