Burt Wealth Advisors’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $332K | Buy |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $528K | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $830K | Sell |
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|
2019
Q2 | $849K | Sell |
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|
2019
Q1 | $874K | Sell |
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|
2018
Q4 | $1.7M | Buy |
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|
2018
Q3 | $847K | Buy |
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|
2018
Q2 | $739K | Buy |
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|
2018
Q1 | $738K | Buy |
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|
2017
Q4 | $737K | Buy |
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|
2017
Q3 | $702K | Sell |
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|
2017
Q2 | $735K | Buy |
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|
2017
Q1 | $716K | Sell |
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|
2016
Q4 | $911K | Buy |
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|
2016
Q3 | $684K | Sell |
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|
2016
Q2 | $686K | Buy |
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|
2016
Q1 | $649K | Sell |
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|
2015
Q4 | $4.03M | Buy |
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|
2015
Q3 | $116K | Buy |
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|
2015
Q2 | $115K | Buy |
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|
2015
Q1 | $100K | Buy |
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|
2014
Q4 | $66K | Buy |
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