KWM
Kingsview Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
10,128
+9
| +0.1% | +$855 | 0.02% | 596 |
|
|
2025
Q1 | $948K | Buy |
10,119
+12
| +0.1% | +$1.12K | 0.02% | 552 |
|
|
2024
Q4 | $947K | Sell |
10,107
-39
| -0.4% | -$3.65K | 0.02% | 566 |
|
|
2024
Q3 | $969K | Buy |
10,146
+176
| +2% | +$16.8K | 0.02% | 540 |
|
|
2024
Q2 | $924K | Sell |
9,970
-131
| -1% | -$12.1K | 0.02% | 534 |
|
|
2024
Q1 | $944K | Sell |
10,101
-291
| -3% | -$27.2K | 0.02% | 512 |
|
|
2023
Q4 | $967K | Sell |
10,392
-109
| -1% | -$10.1K | 0.03% | 478 |
|
|
2023
Q3 | $948K | Sell |
10,501
-1,404
| -12% | -$127K | 0.03% | 450 |
|
|
2023
Q2 | $1.09M | Sell |
11,905
-1,521
| -11% | -$139K | 0.04% | 382 |
|
|
2023
Q1 | $1.23M | Sell |
13,426
-1,138
| -8% | -$104K | 0.05% | 343 |
|
|
2022
Q4 | $1.3M | Buy |
14,564
+3,132
| +27% | +$280K | 0.06% | 295 |
|
|
2022
Q3 | $999K | Sell |
11,432
-1,064
| -9% | -$93K | 0.05% | 328 |
|
|
2022
Q2 | $1.11M | Buy |
12,496
+1,233
| +11% | +$109K | 0.05% | 336 |
|
|
2022
Q1 | $1.08M | Sell |
11,263
-1,213
| -10% | -$117K | 0.05% | 368 |
|
|
2021
Q4 | $1.24M | Buy |
12,476
+4,610
| +59% | +$457K | 0.05% | 330 |
|
|
2021
Q3 | $781K | Sell |
7,866
-3,311
| -30% | -$329K | 0.04% | 442 |
|
|
2021
Q2 | $1.12M | Sell |
11,177
-873
| -7% | -$87.1K | 0.06% | 349 |
|
|
2021
Q1 | $1.19M | Sell |
12,050
-8,698
| -42% | -$861K | 0.07% | 292 |
|
|
2020
Q4 | $2.04M | Buy |
20,748
+646
| +3% | +$63.5K | 0.15% | 155 |
|
|
2020
Q3 | $1.89M | Sell |
20,102
-27,368
| -58% | -$2.57M | 0.17% | 141 |
|
|
2020
Q2 | $4.33M | Buy |
47,470
+4,174
| +10% | +$381K | 0.43% | 57 |
|
|
2020
Q1 | $3.71M | Buy |
43,296
+3,204
| +8% | +$275K | 0.5% | 56 |
|
|
2019
Q4 | $4M | Buy |
40,092
+18,318
| +84% | +$1.83M | 0.5% | 58 |
|
|
2019
Q3 | $2.17M | Buy |
21,774
+13,116
| +151% | +$1.31M | 0.34% | 81 |
|
|
2019
Q2 | $869K | Sell |
8,658
-4,185
| -33% | -$420K | 0.15% | 169 |
|
|
2019
Q1 | $1.29M | Sell |
12,843
-571
| -4% | -$57.2K | 0.2% | 140 |
|
|
2018
Q4 | $1.28M | Sell |
13,414
-34,312
| -72% | -$3.26M | 0.28% | 109 |
|
|
2018
Q3 | $4.8M | Buy |
47,726
+2,451
| +5% | +$247K | 0.97% | 14 |
|
|
2018
Q2 | $4.51M | Buy |
45,275
+5,734
| +15% | +$571K | 1.08% | 12 |
|
|
2018
Q1 | $3.94M | Buy |
39,541
+8,850
| +29% | +$882K | 0.98% | 19 |
|
|
2017
Q4 | $3.08M | Buy |
30,691
+5,972
| +24% | +$600K | 1.1% | 16 |
|
|
2017
Q3 | $2.51M | Buy |
24,719
+9,336
| +61% | +$948K | 1.1% | 16 |
|
|
2017
Q2 | $1.56M | Buy |
15,383
+7,094
| +86% | +$719K | 0.8% | 30 |
|
|
2017
Q1 | $838K | Buy |
+8,289
| New | +$838K | 0.5% | 63 |
|