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

Avior 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
2025 Q1	–	Sell	-21	Closed	-$1.97K	–	1473
2024 Q4	$1.97K	Sell	21 -346	-94%	-$32.7K	﹤0.01%	2120
2024 Q3	$35K	Hold	367	–	–	﹤0.01%	1244
2024 Q2	$34K	Hold	367	–	–	﹤0.01%	1228
2024 Q1	$34.3K	Buy	367 +21	+6%	+$1.96K	﹤0.01%	1375
2023 Q4	$32.2K	Hold	346	–	–	﹤0.01%	806
2023 Q3	$31.2K	Hold	346	–	–	﹤0.01%	858
2023 Q2	$31.6K	Hold	346	–	–	﹤0.01%	854
2023 Q1	$31.6K	Hold	346	–	–	﹤0.01%	871
2022 Q4	$30.9K	Hold	346	–	–	﹤0.01%	696
2022 Q3	$30K	Hold	346	–	–	﹤0.01%	682
2022 Q2	$30K	Hold	346	–	–	﹤0.01%	633
2022 Q1	$33K	Sell	346 -595	-63%	-$57.5K	﹤0.01%	647
2021 Q4	$93K	Buy	+941	New	+$92.9K	0.01%	510
2020 Q4	–	Sell	-568	Closed	-$53K	–	1024
2020 Q3	$53K	Buy	+568	New	+$53.2K	0.01%	495
2016 Q1	–	Sell	-10	Closed	-$1K	–	497
2015 Q4	$1K	Buy	+10	New	+$945	﹤0.01%	434

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Avior Wealth Management's HYS Position: Q1 2025 in Review

Avior Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 21 shares — an estimated $1.97K sold.

Avior Wealth Management first reported a position in HYS in Q4 2015 and held it in 15 quarters. The position peaked at $93K in Q4 2021. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Avior Wealth Management 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.
Avior Wealth Management sold 21 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $1.97K.
Avior Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2015 and held it in 15 quarters.
Avior Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $93K in Q4 2021.
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 Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.