Richardson Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
6,760
-1,161
| -15% | -$109K | 0.43% | 62 |
|
|
2025
Q1 | $742K | Sell |
7,921
-364
| -4% | -$34.1K | 0.56% | 39 |
|
|
2024
Q4 | $781K | Sell |
8,285
-1,022
| -11% | -$96.3K | 0.55% | 46 |
|
|
2024
Q3 | $863K | Hold |
9,307
| – | – | 0.55% | 48 |
|
|
2024
Q2 | $863K | Sell |
9,307
-289
| -3% | -$26.8K | 0.62% | 43 |
|
|
2024
Q1 | $897K | Sell |
9,596
-1,543
| -14% | -$144K | 0.63% | 44 |
|
|
2023
Q4 | $1.04M | Buy |
+11,139
| New | +$1.04M | 0.91% | 21 |
|