Realta Investment Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-75	Closed	-$6.95K	–	524
2024 Q2	$6.95K	Hold	75	–	–	﹤0.01%	698
2024 Q1	$7.01K	Buy	+75	New	+$6.99K	﹤0.01%	723
2023 Q4	–	Sell	-75	Closed	-$6.84K	–	572
2023 Q3	$6.84K	Hold	75	–	–	﹤0.01%	698
2023 Q2	$6.84K	Buy	+75	New	+$6.78K	﹤0.01%	752
2023 Q1	–	Sell	-175	Closed	-$15.6K	–	582
2022 Q4	$15.6K	Hold	175	–	–	﹤0.01%	675
2022 Q3	$15K	Buy	+175	New	+$15.8K	﹤0.01%	649
2020 Q1	–	Sell	-204	Closed	-$20K	–	786
2019 Q4	$20K	Sell	204 -238	-54%	-$23.6K	0.01%	927
2019 Q3	$44K	Sell	442 -15	-3%	-$1.5K	0.01%	709
2019 Q2	$47K	Buy	457 +324	+244%	+$32.4K	0.01%	688
2019 Q1	$14K	Buy	+133	New	+$13.1K	0.01%	846

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Realta Investment Advisors's HYS Position: Q3 2024 in Review

Realta Investment Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2024, closing a stake of 75 shares — an estimated $6.95K sold.

Realta Investment Advisors first reported a position in HYS in Q1 2019 and held it in 10 quarters. The position peaked at $47K in Q2 2019. 236 funds tracked by Wall St. Rank hold HYS as of Q3 2024.

Realta Investment Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 75 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $6.95K.
Realta Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $47K in Q2 2019.
236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.