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Pimco Etf Tr 0-5 high yield shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Pimco Etf Tr 0-5 high yield

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All positions including Pimco Etf Tr 0-5 high yield held by West Financial Advisors 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 139k 95.50
2024-06-30 $6.4M 69k 92.70
2024-03-31 $6.2M 66k 93.48
2023-12-31 $6.0M 65k 93.08

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Pimco Etf Tr 0-5 high yield

Jpmorgan Chase & Co
Assetmark
Morgan Stanley
Envestnet Asset Management
Cetera Investment Advisers
Pnc Financial Services
Bank of Nova Scotia
Commonwealth Equity Services
Financial Management Professionals
Resources Investment Advisors
Allianz Asset Management
West Financial Advisors
Condor Capital Management
LPL Financial
RMR Wealth Builders

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