Financial Counselors Inc’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Financial Counselors Inc’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,380	Closed	-$227K	–	586
2024 Q3	$227K	Sell	2,380 -6,395	-73%	-$601K	﹤0.01%	548
2024 Q2	$813K	Hold	8,775	–	–	0.01%	348
2024 Q1	$820K	Sell	8,775 -48	-0.5%	-$4.47K	0.01%	352
2023 Q4	$821K	Hold	8,823	–	–	0.01%	348
2023 Q3	$797K	Buy	+8,823	New	+$801K	0.02%	338

Other funds holding HYS

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Financial Counselors Inc's HYS Position: Q4 2024 in Review

Financial Counselors Inc sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 2,380 shares — an estimated $227K sold.

Financial Counselors Inc first reported a position in HYS in Q3 2023 and held it in 5 quarters. The position peaked at $821K in Q4 2023. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

Financial Counselors Inc reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Financial Counselors Inc sold 2,380 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $227K.
Financial Counselors Inc first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2023 and held it in 5 quarters.
Financial Counselors Inc's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $821K in Q4 2023.
236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.