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 Q2	$204K	Sell	2,179 -544	-20%	-$50.9K	0.08%	209
2026 Q1	$254K	Buy	2,723 +2	+0.1%	+$189	0.1%	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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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 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

Element Wealth's HYS Position: Q2 2026 in Review

Element Wealth reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 20% in Q2 2026, selling an estimated $50.9K and leaving 2,179 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #209.

Element Wealth first reported a position in HYS in Q2 2023 and has held it in 13 quarters since. The position peaked at $260K in Q3 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Element Wealth held 2,179 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $204K as of Q2 2026.
Element Wealth sold 544 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $50.9K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.08% of Element Wealth's portfolio in Q2 2026, its #209 holding.
Element Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Element Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $260K in Q3 2025.
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 Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.