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

Zions Bancorporation’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	$79.6K	Sell	850 -1,430	-63%	-$135K	0.01%	383
2024 Q3	$218K	Hold	2,280	–	–	0.02%	318
2024 Q2	$211K	Buy	+2,280	New	+$211K	0.02%	322

Other funds holding HYS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

FMP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Zions Bancorporation's HYS Position: Q4 2024 in Review

Zions Bancorporation reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 63% in Q4 2024, selling an estimated $135K and leaving 850 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #383.

Zions Bancorporation first reported a position in HYS in Q2 2024 and has held it in 3 quarters since. The position peaked at $218K in Q3 2024. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

Zions Bancorporation held 850 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $79.6K as of Q4 2024.
Zions Bancorporation sold 1,430 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $135K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #383 holding.
Zions Bancorporation first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 3 quarters since.
Zions Bancorporation's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $218K 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 Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.