WFA of San Diego’s Federated Hermes Short Duration High Yield ETF FHYS Stock Holding History

WFA of San Diego’s Portfolio FHYS Stock Details FHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	51,639 -3,762	-7%	-$87K	0.97%	28
2026 Q1	$1.27M	Sell	55,401 -542	-1%	-$12.6K	1.02%	25
2025 Q4	$1.3M	Sell	55,943 -2,589	-4%	-$60.3K	0.95%	28
2025 Q3	$1.36M	Sell	58,532 -325	-0.6%	-$7.56K	0.93%	27
2025 Q2	$1.37M	Buy	+58,857	New	+$1.35M	1.01%	25
2024 Q3	$1.46M	Sell	63,106 -64	-0.1%	-$1.48K	1.23%	22
2024 Q2	$1.45M	Buy	+63,170	New	+$1.45M	1.3%	21
2023 Q3	$1.49M	Sell	67,046 -3,669	-5%	-$82.4K	1.55%	15
2023 Q2	$1.58M	Sell	70,715 -13,617	-16%	-$304K	1.55%	14
2023 Q1	$1.89M	Buy	84,332 +83,332	+8,333%	+$1.86M	1.97%	13
2022 Q4	$22K	Buy	+1,000	New	+$22.1K	0.02%	281

Other funds holding FHYS

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

WFA of San Diego's FHYS Position: Q2 2026 in Review

WFA of San Diego reduced its Federated Hermes Short Duration High Yield ETF (FHYS) stake by 6.8% in Q2 2026, selling an estimated $87K and leaving 51,639 shares worth $1.19M. The position accounts for 0.97% of the portfolio, ranked #28.

WFA of San Diego first reported a position in FHYS in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.89M in Q1 2023. 23 funds tracked by Wall St. Rank hold FHYS as of Q2 2026.

WFA of San Diego held 51,639 shares of Federated Hermes Short Duration High Yield ETF worth $1.19M as of Q2 2026.
WFA of San Diego sold 3,762 Federated Hermes Short Duration High Yield ETF shares in Q2 2026, an estimated $87K.
Federated Hermes Short Duration High Yield ETF made up 0.97% of WFA of San Diego's portfolio in Q2 2026, its #28 holding.
WFA of San Diego first reported a position in Federated Hermes Short Duration High Yield ETF in Q4 2022 and has held it in 11 quarters since.
WFA of San Diego's Federated Hermes Short Duration High Yield ETF position peaked at $1.89M in Q1 2023.
23 funds tracked by Wall St. Rank held Federated Hermes Short Duration High Yield ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.