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

Sanctuary 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
2024 Q4	$10.6K	Buy	113 +1	+0.9%	+$95	0.01%	174
2024 Q3	$10.7K	Buy	112 +1	+0.9%	+$94	0.01%	177
2024 Q2	$10.3K	Buy	111 +2	+2%	+$185	0.01%	156
2024 Q1	$10.2K	Buy	109 +1	+0.9%	+$93	0.01%	153
2023 Q4	$10.1K	Buy	108 +1	+0.9%	+$91	0.01%	147
2023 Q3	$9.66K	Buy	107 +1	+0.9%	+$91	0.01%	136
2023 Q2	$9.66K	Buy	+106	New	+$9.58K	0.01%	140
2022 Q4	$9.27K	Buy	+104	New	+$9.31K	0.01%	132

Other funds holding HYS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Sanctuary Wealth Management's HYS Position: Q4 2024 in Review

Sanctuary Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 0.89% in Q4 2024, buying an estimated $95 and bringing the position to 113 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Sanctuary Wealth Management first reported a position in HYS in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.7K in Q3 2024. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

Sanctuary Wealth Management held 113 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $10.6K as of Q4 2024.
Sanctuary Wealth Management bought 1 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share in Q4 2024, an estimated $95.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #174 holding.
Sanctuary Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10.7K in Q3 2024.
236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.