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Wagner Wealth Management (South Carolina)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$116K Sell
1,239
-107
-8% -$10K 0.02% 158
2026
Q1 		$126K Buy
+1,346
New +$127K 0.03% 151

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
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

Wagner Wealth Management (South Carolina)'s HYS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 7.9% in Q2 2026, selling an estimated $10K and leaving 1,239 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #158.

Wagner Wealth Management (South Carolina) first reported a position in HYS in Q1 2026 and has held it in 2 quarters since. The position peaked at $126K in Q1 2026. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,239 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $116K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 107 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $10K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #158 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Wagner Wealth Management (South Carolina)'s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $126K in Q1 2026.
  • 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 Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.