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

SHP 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 Q2	$158K	Buy	1,694 +1	+0.1%	+$94	0.01%	343
2026 Q1	$158K	Buy	1,693 +2	+0.1%	+$189	0.01%	311
2025 Q4	$160K	Buy	+1,691	New	+$161K	0.01%	280

Other funds holding HYS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SHP Wealth Management's HYS Position: Q2 2026 in Review

SHP Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.06% in Q2 2026, buying an estimated $94 and bringing the position to 1,694 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #343.

SHP Wealth Management first reported a position in HYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $160K in Q4 2025. 267 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

SHP Wealth Management held 1,694 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $158K as of Q2 2026.
SHP Wealth Management bought 1 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share in Q2 2026, an estimated $94.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #343 holding.
SHP Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $160K in Q4 2025.
267 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.