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

Aveo Capital 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
2025
Q1 		– Sell
-3,327
Closed -$312K – 241
2024
Q4 		$312K Buy
3,327
+305
+10% +$28.8K 0.03% 274
2024
Q3 		$289K Sell
3,022
-2
-0.1% -$188 0.03% 287
2024
Q2 		$280K Sell
3,024
-43
-1% -$3.98K 0.03% 266
2024
Q1 		$285K Sell
3,067
-548
-15% -$51K 0.03% 303
2023
Q4 		$336K Sell
3,615
-135
-4% -$12.3K 0.04% 254
2023
Q3 		$339K Sell
3,750
-28
-0.7% -$2.54K 0.04% 247
2023
Q2 		$345K Sell
3,778
-100
-3% -$9.04K 0.04% 259
2023
Q1 		$354K Sell
3,878
-28,424
-88% -$2.58M 0.05% 246
2022
Q4 		$2.88M Buy
32,302
+24,002
+289% +$2.15M 0.43% 55
2022
Q3 		$725K Buy
8,300
+5,433
+190% +$492K 0.12% 127
2022
Q2 		$254K Buy
2,867
+307
+12% +$28.4K 0.04% 238
2022
Q1 		$246K Sell
2,560
-283
-10% -$27.4K 0.04% 243
2021
Q4 		$282K Buy
2,843
+228
+9% +$22.5K 0.05% 230
2021
Q3 		$260K Sell
2,615
-75
-3% -$7.45K 0.05% 220
2021
Q2 		$269K Sell
2,690
-15
-0.6% -$1.49K 0.06% 226
2021
Q1 		$268K Buy
+2,705
New +$266K 0.07% 205
2020
Q4 		– Sell
-2,583
Closed -$242K – 104
2020
Q3 		$242K Buy
+2,583
New +$242K 0.09% 172
2020
Q2 		– Sell
-3,384
Closed -$290K – 90
2020
Q1 		$290K Buy
3,384
+1,052
+45% +$101K 0.14% 119
2019
Q4 		$233K Sell
2,332
-501
-18% -$49.7K 0.09% 167
2019
Q3 		$282K Buy
2,833
+291
+11% +$29K 0.12% 141
2019
Q2 		$255K Sell
2,542
-372
-13% -$37.2K 0.11% 154
2019
Q1 		$292K Buy
2,914
+449
+18% +$44.3K 0.13% 127
2018
Q4 		$234K Buy
+2,465
New +$242K 0.12% 113

Other funds holding HYS

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

Aveo Capital Partners's HYS Position: Q1 2025 in Review

Aveo Capital Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 3,327 shares — an estimated $312K sold.

Aveo Capital Partners first reported a position in HYS in Q4 2018 and held it in 23 quarters. The position peaked at $2.88M in Q4 2022. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

  • Aveo Capital Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,327 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $312K.
  • Aveo Capital Partners 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.
  • Aveo Capital Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.88M in Q4 2022.
  • 230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.