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

Baldwin 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
2024
Q4 		– Sell
-37
Closed -$3.53K – 593
2024
Q3 		$3.53K Buy
+37
New +$3.48K ﹤0.01% 903

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Baldwin Wealth Partners's HYS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 37 shares — an estimated $3.53K sold.

Baldwin Wealth Partners first reported a position in HYS in Q3 2024 and held it in 1 quarter. The position peaked at $3.53K in Q3 2024. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

  • Baldwin Wealth Partners 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.
  • Baldwin Wealth Partners sold 37 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $3.53K.
  • Baldwin Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3.53K in Q3 2024.
  • 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 Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.