GeoWealth Management’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
Q2 | $976K | Buy |
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|
2025
Q1 | $952K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $2.95M | Sell |
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|
2021
Q2 | $3.21M | Sell |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $749K | Sell |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $2.5M | Buy |
|