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ZWJ Investment Counsel’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

ZWJ Investment Counsel’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 		– Sell
-9,400
Closed -$898K – 232
2024
Q3 		$898K Buy
+9,400
New +$883K 0.04% 118

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ZWJ Investment Counsel's HYS Position: Q4 2024 in Review

ZWJ Investment Counsel sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2024, closing a stake of 9,400 shares — an estimated $898K sold.

ZWJ Investment Counsel first reported a position in HYS in Q3 2024 and held it in 1 quarter. The position peaked at $898K in Q3 2024. 236 funds tracked by Wall St. Rank hold HYS as of Q4 2024.

  • ZWJ Investment Counsel reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • ZWJ Investment Counsel sold 9,400 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2024, an estimated $898K.
  • ZWJ Investment Counsel first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • ZWJ Investment Counsel's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $898K 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 ZWJ Investment Counsel's 13F filing for Q4 2024, filed 16 Jan 2025.