Beta Wealth Group’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
2024 Q1	–	Sell	-6,467	Closed	-$585K	–	105
2023 Q4	$585K	Buy	6,467 +158	+3%	+$14.3K	0.31%	53
2023 Q3	$570K	Buy	6,309 +265	+4%	+$23.9K	0.34%	55
2023 Q2	$551K	Buy	+6,044	New	+$551K	0.32%	55