Financial Synergies 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
3,796
+872
| +30% | +$82.9K | 0.04% | 75 |
|
|
2025
Q1 | $274K | Buy |
+2,924
| New | +$274K | 0.03% | 71 |
|
|
2024
Q4 | – | Sell |
-2,162
| Closed | -$206K | – | 77 |
|
|
2024
Q3 | $206K | Sell |
2,162
-79
| -4% | -$7.54K | 0.03% | 73 |
|
|
2024
Q2 | $208K | Buy |
2,241
+344
| +18% | +$31.9K | 0.03% | 69 |
|
|
2024
Q1 | $177K | Buy |
+1,897
| New | +$177K | 0.02% | 74 |
|