EverSource 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
2026 Q1	$48.9K	Sell	524 -70	-12%	-$6.6K	﹤0.01%	1906
2025 Q4	$56.3K	Sell	594 -145	-20%	-$13.8K	﹤0.01%	1668
2025 Q3	$70.7K	Sell	739 -50	-6%	-$4.75K	﹤0.01%	1463
2025 Q2	$75K	Sell	789 -822	-51%	-$76.5K	﹤0.01%	1364
2025 Q1	$151K	Buy	1,611 +995	+162%	+$94K	0.01%	765
2024 Q4	$57.7K	Buy	616 +1	+0.2%	+$95	﹤0.01%	1125
2024 Q3	$58.8K	Hold	615	–	–	﹤0.01%	1001
2024 Q2	$57.8K	Buy	615 +269	+78%	+$24.9K	﹤0.01%	1022
2024 Q1	$31.9K	Buy	346 +111	+47%	+$10.3K	﹤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%	1060
2022 Q4	$21K	Buy	+235	New	+$21K	﹤0.01%	1053