Beacon Bridge Wealth Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
2,505
-1,016
| -29% | -$96.5K | 0.09% | 79 |
|
|
2025
Q1 | $330K | Sell |
3,521
-295
| -8% | -$27.6K | 0.14% | 72 |
|
|
2024
Q4 | $357K | Sell |
3,816
-1,329
| -26% | -$125K | 0.15% | 70 |
|
|
2024
Q3 | $491K | Sell |
5,145
-1,073
| -17% | -$102K | 0.21% | 60 |
|
|
2024
Q2 | $576K | Sell |
6,218
-1,211
| -16% | -$112K | 0.26% | 58 |
|
|
2024
Q1 | $694K | Sell |
7,429
-2,662
| -26% | -$249K | 0.33% | 52 |
|
|
2023
Q4 | $939K | Sell |
10,091
-1,028
| -9% | -$95.7K | 0.47% | 45 |
|
|
2023
Q3 | $1M | Sell |
11,119
-210
| -2% | -$19K | 0.53% | 38 |
|
|
2023
Q2 | $1.03M | Buy |
11,329
+27
| +0.2% | +$2.46K | 0.53% | 32 |
|
|
2023
Q1 | $1.03M | Buy |
11,302
+894
| +9% | +$81.6K | 0.62% | 29 |
|
|
2022
Q4 | $929K | Buy |
+10,408
| New | +$929K | 0.68% | 26 |
|