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Pimco Etf Tr 0-5 high yield shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Pimco Etf Tr 0-5 high yield (HYS) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Pimco Etf Tr 0-5 high yield

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 0-5 high yield held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 0-5 high yield by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 36k 94.82
2024-12-31 $5.0M 53k 93.86

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding Pimco Etf Tr 0-5 high yield

Assetmark
Envestnet Asset Management
Pnc Financial Services
Mid-American Wealth Advisory Group
LPL Financial
Cetera Investment Advisers
Resources Investment Advisors
CWM
Financial Management Professionals
Royal Bank of Canada
RMR Wealth Builders
Td Private Client Wealth
Advisor Group Holdings
Wells Fargo & Company
Bleakley Financial Group

View all funds holding Pimco Etf Tr 0-5 high yield