Concurrent Investment Advisors’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 | $2.66M | Buy |
27,945
+844
| +3% | +$80.2K | 0.05% | 359 |
|
|
2025
Q1 | $2.54M | Buy |
27,101
+6,918
| +34% | +$648K | 0.06% | 322 |
|
|
2024
Q4 | $1.89M | Buy |
20,183
+1,372
| +7% | +$129K | 0.05% | 334 |
|
|
2024
Q3 | $1.8M | Buy |
18,811
+1,918
| +11% | +$183K | 0.05% | 341 |
|
|
2024
Q2 | $1.57M | Buy |
16,893
+2,853
| +20% | +$264K | 0.05% | 334 |
|
|
2024
Q1 | $1.31M | Buy |
14,040
+6,936
| +98% | +$648K | 0.05% | 324 |
|
|
2023
Q4 | $661K | Buy |
+7,104
| New | +$661K | 0.03% | 421 |
|