AAS
HYS icon

Avantax Advisory Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$323K Buy
+3,397
New +$316K ﹤0.01% 1849
2024
Q1 		– Sell
-2,175
Closed -$202K – 1696
2023
Q4 		$202K Sell
2,175
-362
-14% -$32.9K ﹤0.01% 1472
2023
Q3 		$229K Buy
2,537
+36
+1% +$3.27K ﹤0.01% 1351
2023
Q2 		$228K Buy
+2,501
New +$226K ﹤0.01% 1334
2020
Q4 		– Sell
-5,601
Closed -$525K – 1120
2020
Q3 		$525K Buy
+5,601
New +$525K 0.01% 767

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Envestnet Asset Management
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JP Morgan Chase
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PNC Financial Services Group
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MAWAG
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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return