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

RMR Wealth Builders’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	$21.3M	Buy	227,955 +23,047	+11%	+$2.16M	1.32%	15
2026 Q1	$19.1M	Buy	204,908 +16,045	+8%	+$1.51M	1.51%	15
2025 Q4	$17.9M	Buy	188,863 +14,105	+8%	+$1.34M	1.43%	14
2025 Q3	$16.7M	Buy	174,758 +15,143	+9%	+$1.44M	1.4%	16
2025 Q2	$15.2M	Buy	159,615 +10,831	+7%	+$1.01M	1.38%	19
2025 Q1	$13.9M	Buy	148,784 +6,438	+5%	+$608K	1.47%	17
2024 Q4	$13.3M	Buy	142,346 +15,528	+12%	+$1.47M	1.38%	18
2024 Q3	$12.1M	Buy	126,818 +13,622	+12%	+$1.28M	1.28%	18
2024 Q2	$10.5M	Buy	113,196 +7,677	+7%	+$710K	1.2%	19
2024 Q1	$9.86M	Buy	105,519 +11,217	+12%	+$1.04M	1.19%	18
2023 Q4	$8.78M	Buy	94,302 +786	+0.8%	+$71.3K	1.23%	18
2023 Q3	$8.44M	Buy	93,516 +10,519	+13%	+$955K	1.35%	15
2023 Q2	$7.57M	Buy	82,997 +4,988	+6%	+$451K	1.29%	19
2023 Q1	$7.12M	Buy	78,009 +13,272	+21%	+$1.2M	1.35%	16
2022 Q4	$5.81M	Buy	64,737 +2,785	+4%	+$249K	1.32%	17
2022 Q3	$5.41M	Buy	61,952 +15,459	+33%	+$1.4M	1.32%	18
2022 Q2	$4.12M	Buy	46,493 +12,234	+36%	+$1.13M	1.03%	23
2022 Q1	$3.3M	Buy	34,259 +5,196	+18%	+$502K	0.71%	27
2021 Q4	$2.89M	Buy	+29,063	New	+$2.87M	0.83%	24

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

RMR Wealth Builders's HYS Position: Q2 2026 in Review

RMR Wealth Builders increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 11% in Q2 2026, buying an estimated $2.16M and bringing the position to 227,955 shares worth $21.3M. The position accounts for 1.32% of the portfolio, ranked #15.

RMR Wealth Builders first reported a position in HYS in Q4 2021 and has held it in 19 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

RMR Wealth Builders held 227,955 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $21.3M as of Q2 2026.
RMR Wealth Builders bought 23,047 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.16M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 1.32% of RMR Wealth Builders's portfolio in Q2 2026, its #15 holding.
RMR Wealth Builders first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
264 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 RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.