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

Beaumont Capital 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	–	Sell	-32,605	Closed	-$2.91M	–	45
2022 Q4	$2.91M	Buy	32,605 +2,693	+9%	+$241K	2.05%	18
2022 Q3	$2.61M	Buy	+29,912	New	+$2.71M	2.59%	17

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

Beaumont Capital Management's HYS Position: Q1 2023 in Review

Beaumont Capital Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 32,605 shares — an estimated $2.91M sold.

Beaumont Capital Management first reported a position in HYS in Q3 2022 and held it in 2 quarters. The position peaked at $2.91M in Q4 2022. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Beaumont Capital Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Beaumont Capital Management sold 32,605 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $2.91M.
Beaumont Capital Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
Beaumont Capital Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.91M in Q4 2022.
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 Beaumont Capital Management's 13F filing for Q1 2023, filed 11 May 2023.