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

Spire 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 Q2	–	Sell	-176	Closed	-$16.5K	–	2298
2024 Q1	$16.5K	Hold	176	–	–	﹤0.01%	1573
2023 Q4	$16.4K	Hold	176	–	–	﹤0.01%	1598
2023 Q3	$15.9K	Hold	176	–	–	﹤0.01%	1588
2023 Q2	$16K	Hold	176	–	–	﹤0.01%	1663
2023 Q1	$16.1K	Buy	+176	New	+$16K	﹤0.01%	1695
2022 Q3	–	Sell	-176	Closed	-$16K	–	2372
2022 Q2	$16K	Sell	176 -176	-50%	-$16.3K	﹤0.01%	1753
2022 Q1	$34K	Sell	352 -33	-9%	-$3.19K	﹤0.01%	1604
2021 Q4	$38K	Buy	385 +16	+4%	+$1.58K	﹤0.01%	1845
2021 Q3	$37K	Hold	369	–	–	﹤0.01%	1598
2021 Q2	$37K	Hold	369	–	–	﹤0.01%	1611
2021 Q1	$37K	Buy	+369	New	+$36.3K	﹤0.01%	1875

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FMP

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

Spire Wealth Management's HYS Position: Q2 2024 in Review

Spire Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2024, closing a stake of 176 shares — an estimated $16.5K sold.

Spire Wealth Management first reported a position in HYS in Q1 2021 and held it in 11 quarters. The position peaked at $38K in Q4 2021. 226 funds tracked by Wall St. Rank hold HYS as of Q2 2024.

Spire Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 176 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $16.5K.
Spire Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $38K in Q4 2021.
226 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.