CTWM
Cherry Tree Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
733
| – | – | 0.02% | 240 |
|
|
2025
Q1 | $68.7K | Hold |
733
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $68.7K | Hold |
733
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $70K | Hold |
733
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $68K | Hold |
733
| – | – | 0.02% | 236 |
|
|
2024
Q1 | $68.5K | Hold |
733
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $68.2K | Hold |
733
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $66.2K | Sell |
733
-1,457
| -67% | -$132K | 0.02% | 215 |
|
|
2023
Q2 | $200K | Buy |
+2,190
| New | +$200K | 0.06% | 141 |
|