WFA
West Financial Advisors’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 | $13.7M | Buy |
144,408
+1,818
| +1% | +$173K | 2.39% | 11 |
|
|
2025
Q1 | $13.4M | Buy |
142,590
+2,237
| +2% | +$210K | 2.54% | 11 |
|
|
2024
Q4 | $13.1M | Buy |
140,353
+1,665
| +1% | +$156K | 2.54% | 12 |
|
|
2024
Q3 | $13.2M | Buy |
138,688
+69,408
| +100% | +$6.63M | 2.55% | 11 |
|
|
2024
Q2 | $6.42M | Buy |
69,280
+3,475
| +5% | +$322K | 1.33% | 16 |
|
|
2024
Q1 | $6.15M | Buy |
65,805
+1,303
| +2% | +$122K | 1.32% | 16 |
|
|
2023
Q4 | $6M | Buy |
+64,502
| New | +$6M | 1.37% | 16 |
|