RWB
RMR Wealth Builders’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 | $15.2M | Buy |
159,615
+10,831
| +7% | +$1.03M | 1.38% | 19 |
|
|
2025
Q1 | $13.9M | Buy |
148,784
+6,438
| +5% | +$603K | 1.47% | 17 |
|
|
2024
Q4 | $13.3M | Buy |
142,346
+15,528
| +12% | +$1.45M | 1.38% | 18 |
|
|
2024
Q3 | $12.1M | Buy |
126,818
+13,622
| +12% | +$1.3M | 1.28% | 18 |
|
|
2024
Q2 | $10.5M | Buy |
113,196
+7,677
| +7% | +$712K | 1.2% | 19 |
|
|
2024
Q1 | $9.86M | Buy |
105,519
+11,217
| +12% | +$1.05M | 1.19% | 18 |
|
|
2023
Q4 | $8.78M | Buy |
94,302
+786
| +0.8% | +$73.2K | 1.23% | 18 |
|
|
2023
Q3 | $8.44M | Buy |
93,516
+10,519
| +13% | +$950K | 1.35% | 15 |
|
|
2023
Q2 | $7.57M | Buy |
82,997
+4,988
| +6% | +$455K | 1.29% | 19 |
|
|
2023
Q1 | $7.12M | Buy |
78,009
+13,272
| +21% | +$1.21M | 1.35% | 16 |
|
|
2022
Q4 | $5.81M | Buy |
64,737
+2,785
| +4% | +$250K | 1.32% | 17 |
|
|
2022
Q3 | $5.41M | Buy |
61,952
+15,459
| +33% | +$1.35M | 1.32% | 18 |
|
|
2022
Q2 | $4.12M | Buy |
46,493
+12,234
| +36% | +$1.08M | 1.03% | 23 |
|
|
2022
Q1 | $3.3M | Buy |
34,259
+5,196
| +18% | +$500K | 0.71% | 27 |
|
|
2021
Q4 | $2.89M | Buy |
+29,063
| New | +$2.89M | 0.83% | 24 |
|