Financial Management Professionals, Inc. HYS PIMCO ETF

Ownership history in Financial Management Professionals, Inc.  ·  33 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported PIMCO ETF (HYS) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.66% in 2025 Q1. The latest visible filing shows HYS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'s position in PIMCO ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Management Professionals, Inc. held HYS — position size vs. price
% of Fund (quarterly)    HYS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 666 -245,385 -99.7% 0.01% $62K 2026-04-15 $93.97
2025 Q4 ADDED 246,051 +28,641 +13.2% 2.42% $23.5M 2026-01-27 $93.57
2025 Q3 ADDED 217,410 +5,511 +2.6% 2.17% $20.8M 2025-10-15 $91.51
2025 Q2 REDUCED 211,899 -10,072 -4.5% 2.27% $20.1M 2025-07-15 $89.05
2025 Q1 ADDED 221,971 +6,462 +3.0% 2.66% $20.8M 2025-04-10 $84.27
2024 Q4 ADDED 215,509 +7,123 +3.4% 2.55% $20.2M 2025-01-15 $86.30
2024 Q3 ADDED 208,386 +13,303 +6.8% 2.47% $19.9M 2024-10-24 $84.85
2024 Q2 ADDED 195,083 +16,785 +9.4% 2.48% $18.1M 2024-07-12 $82.16
2024 Q1 ADDED 178,298 +5,209 +3.0% 2.46% $16.7M 2024-04-16 $78.91
2023 Q4 ADDED 173,089 +2,752 +1.6% 2.63% $16.1M 2024-01-12 $79.30
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Management Professionals, Inc. and HYS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Management Professionals, Inc. reported owning HYS?

Financial Management Professionals, Inc. reported HYS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HYS position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for HYS was 2.66% in 2025 Q1.

What is the latest reported HYS position on this page?

The most recent filing on this page is 2026 Q1, when Financial Management Professionals, Inc. reported 666 shares, equal to 0.01% of portfolio, with an estimated market value of $62K.

What does the chart on this HYS ownership page compare?

The chart compares Financial Management Professionals, Inc.'s quarterly HYS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Management Professionals, Inc. time their HYS position?

Based on 13F filing dates vs. subsequent HYS price moves, Financial Management Professionals, Inc. correctly timed 19 out of 32 reported position changes (59%). The annualised alpha on HYS relative to SPY over the holding period was -13.0%.

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