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Planning Strategies Inc.’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Planning Strategies Inc.’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 		$5.24K Buy
+56
New +$5.24K ﹤0.01% 412

Other funds holding HYS

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
SFG
Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

Planning Strategies Inc.'s HYS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2026: 56 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

97 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Planning Strategies Inc. held 56 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $5.24K as of Q2 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Planning Strategies Inc. position in Q2 2026.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #412 holding.
  • 97 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 Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.