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

Triad Wealth Partners’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
-228
Closed -$21.1K – 429
2024
Q2 		$21.1K Buy
+228
New +$21.1K 0.01% 336

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PNC Financial Services Group
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Bank of Nova Scotia
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Triad Wealth Partners's HYS Position: Q3 2024 in Review

Triad Wealth Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2024, closing a stake of 228 shares — an estimated $21.1K sold.

Triad Wealth Partners first reported a position in HYS in Q2 2024 and held it in 1 quarter. The position peaked at $21.1K in Q2 2024. 236 funds tracked by Wall St. Rank hold HYS as of Q3 2024.

  • Triad Wealth Partners 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.
  • Triad Wealth Partners sold 228 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $21.1K.
  • Triad Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $21.1K in Q2 2024.
  • 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 Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.