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

B. Riley 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
2023
Q3 		– Sell
-2,310
Closed -$211K – 1576
2023
Q2 		$211K Buy
2,310
+57
+3% +$5.15K ﹤0.01% 1332
2023
Q1 		$206K Buy
+2,253
New +$204K 0.01% 1285
2022
Q4 		– Sell
-6,216
Closed -$543K – 1541
2022
Q3 		$543K Buy
+6,216
New +$563K 0.02% 720
2022
Q1 		– Sell
-6,408
Closed -$636K – 1449
2021
Q4 		$636K Sell
6,408
-74
-1% -$7.31K 0.02% 704
2021
Q3 		$644K Sell
6,482
-304
-4% -$30.2K 0.02% 676
2021
Q2 		$679K Buy
6,786
+370
+6% +$36.7K 0.02% 649
2021
Q1 		$638K Buy
6,416
+740
+13% +$72.8K 0.02% 621
2020
Q4 		$558K Sell
5,676
-1,472
-21% -$141K 0.03% 504
2020
Q3 		$672K Buy
+7,148
New +$670K 0.04% 430
2020
Q2 		– Sell
-9,563
Closed -$821K – 879
2020
Q1 		$821K Buy
9,563
+5,965
+166% +$570K 0.07% 274
2019
Q4 		$359K Buy
3,598
+344
+11% +$34.1K 0.03% 529
2019
Q3 		$325K Buy
+3,254
New +$325K 0.03% 562
2019
Q2 		– Sell
-2,114
Closed -$212K – 810
2019
Q1 		$212K Buy
+2,114
New +$209K 0.03% 635
2015
Q1 		– Sell
-188
Closed -$19 – 1211
2014
Q4 		$19 Buy
+188
New +$19.4K ﹤0.01% 2570
2014
Q3 		– Sell
-200
Closed -$21.4K – 1208
2014
Q2 		$21.4K Buy
+200
New +$21.4K 0.01% 1440

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's HYS Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2023, closing a stake of 2,310 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in HYS in Q2 2014 and held it in 15 quarters. The position peaked at $821K in Q1 2020. 234 funds tracked by Wall St. Rank hold HYS as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,310 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2023, an estimated $211K.
  • B. Riley Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $821K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.