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

Elevation Wealth Partners’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	$5.05K	Hold	54	–	–	﹤0.01%	1014
2026 Q1	$5.04K	Hold	54	–	–	﹤0.01%	706
2025 Q4	$5.12K	Hold	54	–	–	﹤0.01%	625
2025 Q3	$5.17K	Hold	54	–	–	﹤0.01%	474
2025 Q2	$5.13K	Hold	54	–	–	﹤0.01%	402
2025 Q1	$5.06K	Hold	54	–	–	﹤0.01%	403
2024 Q4	$5.06K	Hold	54	–	–	﹤0.01%	411
2024 Q3	$5.16K	Hold	54	–	–	﹤0.01%	390
2024 Q2	$5.01K	Sell	54 -720	-93%	-$66.6K	﹤0.01%	383
2024 Q1	$72.4K	Hold	774	–	–	0.04%	192
2023 Q4	$69.9K	Buy	774 +720	+1,333%	+$65.4K	0.04%	181
2023 Q3	$4.88K	Hold	54	–	–	﹤0.01%	277
2023 Q2	$4.92K	Hold	54	–	–	﹤0.01%	281
2023 Q1	$4.93K	Buy	+54	New	+$4.89K	﹤0.01%	286

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

Elevation Wealth Partners's HYS Position: Q2 2026 in Review

Elevation Wealth Partners held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 54 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Elevation Wealth Partners first reported a position in HYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $72.4K in Q1 2024. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Elevation Wealth Partners held 54 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $5.05K as of Q2 2026.
Elevation Wealth Partners left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1014 holding.
Elevation Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $72.4K in Q1 2024.
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 Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.