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Gradient Investments’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Gradient Investments’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
-68,748
Closed -$6.57M – 309
2024
Q3 		$6.57M Buy
68,748
+4,519
+7% +$424K 0.14% 135
2024
Q2 		$5.95M Sell
64,229
-255,037
-80% -$23.6M 0.13% 136
2024
Q1 		$29.8M Sell
319,266
-6,599
-2% -$615K 0.69% 41
2023
Q4 		$30.3M Sell
325,865
-11,901
-4% -$1.08M 0.73% 38
2023
Q3 		$30.5M Buy
337,766
+3,462
+1% +$314K 0.81% 32
2023
Q2 		$30.5M Buy
334,304
+192,755
+136% +$17.4M 0.79% 30
2023
Q1 		$12.9M Buy
141,549
+141,159
+36,195% +$12.8M 0.35% 94
2022
Q4 		$34.8K Buy
390
+8
+2% +$716 ﹤0.01% 573
2022
Q3 		$33K Buy
382
+220
+136% +$19.9K ﹤0.01% 558
2022
Q2 		$14K Hold
162
– – ﹤0.01% 710
2022
Q1 		$16K Sell
162
-55
-25% -$5.32K ﹤0.01% 684
2021
Q4 		$22K Buy
217
+4
+2% +$395 ﹤0.01% 637
2021
Q3 		$21K Hold
213
– – ﹤0.01% 634
2021
Q2 		$21K Sell
213
-24
-10% -$2.38K ﹤0.01% 628
2021
Q1 		$24K Buy
237
+18
+8% +$1.77K ﹤0.01% 589
2020
Q4 		$21K Hold
219
– – ﹤0.01% 559
2020
Q3 		$21K Sell
219
-18
-8% -$1.69K ﹤0.01% 562
2020
Q2 		$22K Sell
237
-181
-43% -$16.2K ﹤0.01% 509
2020
Q1 		$36K Buy
418
+24
+6% +$2.29K ﹤0.01% 410
2019
Q4 		$39K Buy
394
+181
+85% +$17.9K ﹤0.01% 444
2019
Q3 		$21K Sell
213
-45
-17% -$4.49K ﹤0.01% 520
2019
Q2 		$26K Buy
+258
New +$25.8K ﹤0.01% 471
2018
Q1 		– Sell
-3,077
Closed -$309K – 1080
2017
Q4 		$309K Sell
3,077
-242
-7% -$24.4K 0.02% 224
2017
Q3 		$337K Buy
3,319
+363
+12% +$36.8K 0.02% 207
2017
Q2 		$300K Buy
2,956
+100
+4% +$10.1K 0.02% 199
2017
Q1 		$289K Buy
2,856
+393
+16% +$39.5K 0.02% 172
2016
Q4 		$246K Buy
2,463
+494
+25% +$48.9K 0.02% 173
2016
Q3 		$196K Buy
1,969
+330
+20% +$32.4K 0.02% 181
2016
Q2 		$159K Buy
1,639
+263
+19% +$25K 0.02% 191
2016
Q1 		$128K Sell
1,376
-566
-29% -$51.2K 0.02% 200
2015
Q4 		$178K Sell
1,942
-2,384
-55% -$225K 0.02% 176
2015
Q3 		$409K Buy
4,326
+641
+17% +$62.9K 0.06% 122
2015
Q2 		$368K Buy
3,685
+250
+7% +$25.4K 0.05% 145
2015
Q1 		$349K Buy
3,435
+723
+27% +$73.4K 0.05% 148
2014
Q4 		$273K Buy
2,712
+401
+17% +$41.4K 0.05% 152
2014
Q3 		$240K Buy
2,311
+522
+29% +$55K 0.04% 149
2014
Q2 		$191K Buy
1,789
+16
+0.9% +$1.71K 0.04% 159
2014
Q1 		$189K Buy
1,773
+1,253
+241% +$134K 0.04% 156
2013
Q4 		$55K Buy
520
+278
+115% +$29.5K 0.01% 218
2013
Q3 		$25K Buy
+242
New +$25.3K 0.01% 212

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
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
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

Gradient Investments's HYS Position: Q4 2024 in Review

Gradient Investments sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 68,748 shares — an estimated $6.57M sold.

Gradient Investments first reported a position in HYS in Q3 2013 and held it in 40 quarters. The position peaked at $30.5M in Q3 2023. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

  • Gradient Investments 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.
  • Gradient Investments sold 68,748 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $6.57M.
  • Gradient Investments first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2013 and held it in 40 quarters.
  • Gradient Investments's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $30.5M in Q3 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 Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.