Number of Shares
62,535.00
Current Holdings Value*
$5.94 Mil
% of Portfolio
0.71%
Total Estimate Gain
$448,958.77
% of Total Estimate Gain
5.13%

Graves Light Lenhart Wealth, Inc.'s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 62,535.00 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund(HYS), totaling $5.94 Mil. This investment constitutes 0.71% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.41% of the outstanding PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund(HYS) stock.

The initial trade took place in 2020Q4. And since then Graves Light Lenhart Wealth, Inc. has made 9 purchases of HYS, at an average price of $90.01, for a total of 97,217.00 shares. In addition, there have been 5 sales at an average price of $94.15 for 34,682.00 shares. Based on historical transaction data and HYS's current price of $94.90, Graves Light Lenhart Wealth, Inc.'s estimated gain on his HYS holdings is $448,958.77, reflecting a 5.13% gain to date.

Graves Light Lenhart Wealth, Inc. HYS ($94.90) Holding Chart

Graves Light Lenhart Wealth, Inc. HYS ($94.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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