Truvestments Capital’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Truvestments Capital’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
2025 Q1	–	Sell	-46	Closed	-$4.31K	–	1088
2024 Q4	$4.31K	Buy	+46	New	+$4.35K	﹤0.01%	719
2021 Q3	–	Sell	-277	Closed	-$28K	–	631
2021 Q2	$28K	Buy	277 +3	+1%	+$298	0.02%	295
2021 Q1	$27K	Buy	274 +3	+1%	+$295	0.02%	341
2020 Q4	$26K	Buy	+271	New	+$26K	0.02%	326
2020 Q3	–	Sell	-265	Closed	-$24K	–	420
2020 Q2	$24K	Buy	265 +4	+2%	+$358	0.02%	283
2020 Q1	$22K	Buy	+261	New	+$25K	0.03%	256
2019 Q4	–	Sell	-450	Closed	-$45K	–	338
2019 Q3	$45K	Hold	450	–	–	0.03%	278
2019 Q2	$45K	Buy	+450	New	+$45K	0.03%	299

Other funds holding HYS

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

Truvestments Capital's HYS Position: Q1 2025 in Review

Truvestments Capital sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2025, closing a stake of 46 shares — an estimated $4.31K sold.

Truvestments Capital first reported a position in HYS in Q2 2019 and held it in 8 quarters. The position peaked at $45K in Q3 2019. 230 funds tracked by Wall St. Rank hold HYS as of Q1 2025.

Truvestments Capital reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Truvestments Capital sold 46 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2025, an estimated $4.31K.
Truvestments Capital first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2019 and held it in 8 quarters.
Truvestments Capital's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $45K in Q3 2019.
230 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.