Madison Wealth Partners’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
2024
Q3
Sell
-3,239
Closed -$300K 150
2024
Q2
$300K Sell
3,239
-25
-0.8% -$2.32K 0.1% 97
2024
Q1
$305K Sell
3,264
-310
-9% -$29K 0.11% 94
2023
Q4
$333K Buy
+3,574
New +$333K 0.13% 80