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Aspire Private Capital’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Aspire Private Capital’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
2024
Q4 		– Sell
-29
Closed -$2.77K – 379
2024
Q3 		$2.77K Hold
29
– – ﹤0.01% 525
2024
Q2 		$2.69K Hold
29
– – ﹤0.01% 536
2024
Q1 		$2.71K Hold
29
– – ﹤0.01% 554
2023
Q4 		$2.7K Hold
29
– – ﹤0.01% 536
2023
Q3 		$2.62K Hold
29
– – ﹤0.01% 542
2023
Q2 		$2.65K Hold
29
– – ﹤0.01% 521
2023
Q1 		$2.65K Hold
29
– – ﹤0.01% 514
2022
Q4 		$2.59K Sell
29
-15
-34% -$1.34K ﹤0.01% 505
2022
Q3 		$4K Sell
44
-7
-14% -$634 ﹤0.01% 438
2022
Q2 		$5K Hold
51
– – ﹤0.01% 397
2022
Q1 		$5K Hold
51
– – ﹤0.01% 397
2021
Q4 		$5K Hold
51
– – ﹤0.01% 419
2021
Q3 		$5K Sell
51
-212
-81% -$21.1K ﹤0.01% 381
2021
Q2 		$26K Sell
263
-383
-59% -$38K 0.01% 251
2021
Q1 		$64K Sell
646
-1,354
-68% -$133K 0.02% 210
2020
Q4 		$196K Sell
2,000
-31
-2% -$2.98K 0.07% 117
2020
Q3 		$191K Buy
+2,031
New +$190K 0.08% 109
2020
Q2 		– Sell
-2,829
Closed -$243K – 314
2020
Q1 		$243K Buy
2,829
+1,159
+69% +$111K 0.13% 81
2019
Q4 		$167K Buy
1,670
+84
+5% +$8.33K 0.07% 123
2019
Q3 		$158K Buy
1,586
+1,491
+1,569% +$149K 0.08% 115
2019
Q2 		$10K Sell
95
-1,268
-93% -$127K ﹤0.01% 269
2019
Q1 		$137K Buy
1,363
+1,193
+702% +$118K 0.07% 144
2018
Q4 		$16K Buy
+170
New +$16.7K 0.01% 278

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Aspire Private Capital's HYS Position: Q4 2024 in Review

Aspire Private Capital sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 29 shares — an estimated $2.77K sold.

Aspire Private Capital first reported a position in HYS in Q4 2018 and held it in 23 quarters. The position peaked at $243K in Q1 2020. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

  • Aspire Private Capital reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 29 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $2.77K.
  • Aspire Private Capital first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2018 and held it in 23 quarters.
  • Aspire Private Capital's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $243K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.