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Avantax Planning Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Avantax Planning Partners’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
-32
Closed -$3K – 693
2018
Q3 		$3K Buy
+32
New +$3.21K ﹤0.01% 1256

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Envestnet Asset Management
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RWP
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Jane Street
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UBS Group
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Morgan Stanley
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Avantax Planning Partners's HYS Position: Q4 2018 in Review

Avantax Planning Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2018, closing a stake of 32 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in HYS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 213 funds tracked by Wall St. Rank hold HYS as of Q4 2018.

  • Avantax Planning Partners 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.
  • Avantax Planning Partners sold 32 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3K in Q3 2018.
  • 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 Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.