Householder Group Estate & Retirement Specialist’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-23	Closed	-$2K	–	824
2024 Q3	$2K	Hold	23	–	–	﹤0.01%	1040
2024 Q2	$2K	Hold	23	–	–	﹤0.01%	1067
2024 Q1	$2.15K	Hold	23	–	–	﹤0.01%	1043
2023 Q4	$2K	Hold	23	–	–	﹤0.01%	994
2023 Q3	$2.08K	Buy	+23	New	+$2.09K	﹤0.01%	1068
2023 Q1	$4K	Buy	+48	New	+$4.35K	﹤0.01%	993
2022 Q4	–	Sell	-242	Closed	-$21K	–	660
2022 Q3	$21K	Buy	+242	New	+$21.9K	0.01%	567

Other funds holding HYS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's HYS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 23 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYS in Q3 2022 and held it in 7 quarters. The position peaked at $21K in Q3 2022. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

Householder Group Estate & Retirement Specialist 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.
Householder Group Estate & Retirement Specialist sold 23 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $21K in Q3 2022.
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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.