EverSource Wealth 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 | $75K | Sell |
789
-822
| -51% | -$78.1K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $151K | Buy |
1,611
+995
| +162% | +$93.2K | 0.01% | 764 |
|
|
2024
Q4 | $57.7K | Buy |
616
+1
| +0.2% | +$94 | ﹤0.01% | 1125 |
|
|
2024
Q3 | $58.8K | Hold |
615
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q2 | $57.8K | Buy |
615
+269
| +78% | +$25.3K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $31.9K | Buy |
346
+111
| +47% | +$10.2K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $21.9K | Hold |
235
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q3 | $21.2K | Hold |
235
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q2 | $21.4K | Hold |
235
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q1 | $21.5K | Hold |
235
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q4 | $21K | Buy |
+235
| New | +$21K | ﹤0.01% | 1053 |
|