Baltimore-Washington Financial Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Baltimore-Washington Financial 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
2022 Q4	–	Sell	-321	Closed	-$280K	–	138
2022 Q3	$280K	Buy	+321	New	+$29.1K	0.02%	128
2022 Q2	–	Sell	-30	Closed	-$321K	–	136
2022 Q1	$321K	Buy	+30	New	+$2.9K	0.03%	118
2014 Q4	–	Sell	-138	Closed	-$14K	–	283
2014 Q3	$14K	Sell	138 -118	-46%	-$12.4K	﹤0.01%	201
2014 Q2	$27K	Hold	256	–	–	0.01%	196
2014 Q1	$27K	Hold	256	–	–	0.01%	165
2013 Q4	$27K	Buy	+256	New	+$27.2K	0.01%	195

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HYS Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 321 shares — an estimated $280K sold.

Baltimore-Washington Financial Advisors first reported a position in HYS in Q4 2013 and held it in 6 quarters. The position peaked at $321K in Q1 2022. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

Baltimore-Washington Financial Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 321 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $280K.
Baltimore-Washington Financial Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2013 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $321K in Q1 2022.
228 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.