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

ORG 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	$1.68K	Hold	18	–	–	﹤0.01%	633
2026 Q1	$1.68K	Hold	18	–	–	﹤0.01%	596
2025 Q4	$1.71K	Hold	18	–	–	﹤0.01%	558
2025 Q3	$1.72K	Hold	18	–	–	﹤0.01%	566
2025 Q2	$1.7K	Hold	18	–	–	﹤0.01%	604
2025 Q1	$1.68K	Hold	18	–	–	﹤0.01%	680
2024 Q4	$1.69K	Hold	18	–	–	﹤0.01%	475
2024 Q3	$1.72K	Buy	+18	New	+$1.69K	﹤0.01%	446

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

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

ORG Wealth Partners held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 18 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

ORG Wealth Partners first reported a position in HYS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.72K in Q3 2025. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

ORG Wealth Partners held 18 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.68K as of Q2 2026.
ORG 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 ORG Wealth Partners's portfolio in Q2 2026, its #633 holding.
ORG Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.72K 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 ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.