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

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-75	Closed	-$8K	–	648
2018 Q1	$8K	Hold	75	–	–	0.01%	550
2017 Q4	$8K	Buy	+75	New	+$7.56K	0.01%	529

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Acorn Wealth Advisors's HYS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2018, closing a stake of 75 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in HYS in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 216 funds tracked by Wall St. Rank hold HYS as of Q2 2018.

Acorn Wealth Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 75 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $8K in Q1 2018.
216 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.