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

Evolution Wealth Management’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	$1.56M	Buy	16,701 +1,890	+13%	+$177K	0.92%	24
2026 Q1	$1.38M	Buy	14,811 +4,076	+38%	+$384K	1.01%	24
2025 Q4	$1.02M	Buy	10,735 +3,864	+56%	+$367K	0.84%	29
2025 Q3	$657K	Buy	+6,871	New	+$653K	0.67%	32

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

Evolution Wealth Management's HYS Position: Q2 2026 in Review

Evolution Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 13% in Q2 2026, buying an estimated $177K and bringing the position to 16,701 shares worth $1.56M. The position accounts for 0.92% of the portfolio, ranked #24.

Evolution Wealth Management first reported a position in HYS in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Evolution Wealth Management held 16,701 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.56M as of Q2 2026.
Evolution Wealth Management bought 1,890 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $177K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.92% of Evolution Wealth Management's portfolio in Q2 2026, its #24 holding.
Evolution Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.