Exencial 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
Q3 | $5.92M | Sell |
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|
2025
Q2 | $6.42M | Sell |
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|
2025
Q1 | $7.9M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $7.38M | Buy |
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|
2024
Q2 | $7M | Buy |
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|
2024
Q1 | $6.99M | Buy |
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|
2023
Q4 | $6.81M | Buy |
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|
2023
Q3 | $6.34M | Sell |
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|
2023
Q2 | $6.77M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $262K | Buy |
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|
2014
Q4 | $259K | Buy |
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|
2014
Q3 | $265K | Buy |
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|
2014
Q2 | $270K | Buy |
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|
2014
Q1 | $267K | Buy |
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|
2013
Q4 | $266K | Buy |
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|
2013
Q3 | $265K | Sell |
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|
2013
Q2 | $379K | Buy |
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