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

Atlas Private 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
2021 Q1	–	Sell	-2,382	Closed	-$234K	–	885
2020 Q4	$234K	Sell	2,382 -135	-5%	-$13K	0.16%	98
2020 Q3	$236K	Sell	2,517 -49	-2%	-$4.59K	0.2%	89
2020 Q2	$234K	Buy	+2,566	New	+$229K	0.21%	98

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

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

Atlas Private Wealth Advisors's HYS Position: Q1 2021 in Review

Atlas Private Wealth Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2021, closing a stake of 2,382 shares — an estimated $234K sold.

Atlas Private Wealth Advisors first reported a position in HYS in Q2 2020 and held it in 3 quarters. The position peaked at $236K in Q3 2020. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2021.

Atlas Private Wealth Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,382 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $234K.
Atlas Private Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $236K in Q3 2020.
245 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.