EW
HYS icon

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

Element Wealth’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
Q1 		$254K Buy
2,723
+2
+0.1% +$189 0.11% 177
2025
Q4 		$258K Buy
2,721
+1
+0% +$95 0.11% 171
2025
Q3 		$260K Buy
2,720
+2
+0.1% +$190 0.11% 159
2025
Q2 		$258K Buy
2,718
+1
+0% +$93 0.12% 149
2025
Q1 		$254K Buy
2,717
+2,102
+342% +$198K 0.14% 131
2024
Q4 		$57.6K Buy
615
+1
+0.2% +$95 0.03% 196
2024
Q3 		$58.6K Buy
614
+2
+0.3% +$188 0.03% 187
2024
Q2 		$56.7K Buy
612
+1
+0.2% +$92 0.03% 177
2024
Q1 		$57.1K Buy
611
+2
+0.3% +$186 0.03% 176
2023
Q4 		$56.7K Sell
609
-434
-42% -$39.4K 0.04% 167
2023
Q3 		$94.2K Buy
1,043
+8
+0.8% +$727 0.07% 148
2023
Q2 		$94.4K Buy
+1,035
New +$93.5K 0.07% 153

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return