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

Anchor Investment 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
2018 Q4	–	Sell	-235	Closed	-$23.6K	–	823
2018 Q3	$23.6K	Hold	235	–	–	0.01%	553
2018 Q2	$23.4K	Sell	235 -1,000	-81%	-$100K	0.01%	565
2018 Q1	$123K	Sell	1,235 -400	-24%	-$40.1K	0.03%	356
2017 Q4	$164K	Sell	1,635 -150	-8%	-$15.1K	0.04%	308
2017 Q3	$181K	Buy	1,785 +235	+15%	+$23.8K	0.05%	270
2017 Q2	$157K	Sell	1,550 -600	-28%	-$60.7K	0.05%	269
2017 Q1	$217K	Sell	2,150 -514	-19%	-$51.7K	0.07%	226
2016 Q4	$266K	Buy	2,664 +1	+0%	+$99	0.1%	187
2016 Q3	$265K	Hold	2,663	–	–	0.1%	190
2016 Q2	$258K	Buy	2,663 +1	+0%	+$95	0.1%	188
2016 Q1	$247K	Buy	+2,662	New	+$241K	0.1%	185

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RWP

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Anchor Investment Management's HYS Position: Q4 2018 in Review

Anchor Investment Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2018, closing a stake of 235 shares — an estimated $23.6K sold.

Anchor Investment Management first reported a position in HYS in Q1 2016 and held it in 11 quarters. The position peaked at $266K in Q4 2016. 213 funds tracked by Wall St. Rank hold HYS as of Q4 2018.

Anchor Investment Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Anchor Investment Management sold 235 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $23.6K.
Anchor Investment Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2016 and held it in 11 quarters.
Anchor Investment Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $266K in Q4 2016.
213 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on Anchor Investment Management's 13F filing for Q4 2018, filed 3 Jan 2024.