MWM
HYS icon

Modera Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Modera Wealth Management’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
2015
Q4 		– Sell
-2,125
Closed -$201K – 81
2015
Q3 		$201K Sell
2,125
-1,580
-43% -$155K 0.08% 72
2015
Q2 		$370K Sell
3,705
-723
-16% -$73.5K 0.15% 52
2015
Q1 		$449K Sell
4,428
-839
-16% -$85.2K 0.18% 46
2014
Q4 		$531K Sell
5,267
-1,595
-23% -$165K 0.21% 43
2014
Q3 		$711K Buy
+6,862
New +$724K 0.3% 33

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