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

Baldrige Asset 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
2023 Q1	$23K	Hold	252	–	–	0.01%	213
2022 Q4	$22K	Hold	252	–	–	0.01%	210
2022 Q3	$22K	Hold	252	–	–	0.01%	201
2022 Q2	$22K	Hold	252	–	–	0.01%	203
2022 Q1	$24K	Hold	252	–	–	0.01%	218
2021 Q4	$25K	Hold	252	–	–	0.01%	217
2021 Q3	$25K	Hold	252	–	–	0.01%	219
2021 Q2	$25K	Buy	+252	New	+$25K	0.01%	220

Other funds holding HYS

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

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baldrige Asset Management's HYS Position: Q1 2023 in Review

Baldrige Asset Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q1 2023 at 252 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #213.

Baldrige Asset Management first reported a position in HYS in Q2 2021 and has held it in 8 quarters since. The position peaked at $25K in Q4 2021. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Baldrige Asset Management held 252 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $23K as of Q1 2023.
Baldrige Asset Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q1 2023.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #213 holding.
Baldrige Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $25K in Q4 2021.
221 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.