Accel Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-32	Closed	-$2.92K	–	483
2023 Q1	$2.92K	Hold	32	–	–	﹤0.01%	1066
2022 Q4	$2.86K	Sell	32 -6	-16%	-$537	﹤0.01%	871
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	895
2022 Q2	$3K	Hold	38	–	–	﹤0.01%	855
2022 Q1	$4K	Hold	38	–	–	﹤0.01%	825
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	839
2021 Q3	$4K	Hold	38	–	–	﹤0.01%	766
2021 Q2	$4K	Hold	38	–	–	﹤0.01%	822
2021 Q1	$4K	Hold	38	–	–	﹤0.01%	776
2020 Q4	$4K	Buy	+38	New	+$3.65K	﹤0.01%	731

Other funds holding HYS

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accel Wealth Management's HYS Position: Q2 2023 in Review

Accel Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2023, closing a stake of 32 shares — an estimated $2.92K sold.

Accel Wealth Management first reported a position in HYS in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 227 funds tracked by Wall St. Rank hold HYS as of Q2 2023.

Accel Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 32 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2023, an estimated $2.92K.
Accel Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4K in Q1 2022.
227 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.