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

BerganKDV Wealth 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 Q2	$16.9K	Hold	185	–	–	﹤0.01%	508
2023 Q1	$16.9K	Hold	185	–	–	﹤0.01%	535
2022 Q4	$16.5K	Hold	185	–	–	﹤0.01%	514
2022 Q3	$16K	Hold	185	–	–	﹤0.01%	514
2022 Q2	$16K	Hold	185	–	–	﹤0.01%	515
2022 Q1	$18K	Hold	185	–	–	﹤0.01%	523
2021 Q4	$18K	Hold	185	–	–	﹤0.01%	559
2021 Q3	$18K	Hold	185	–	–	﹤0.01%	544
2021 Q2	$18K	Hold	185	–	–	﹤0.01%	532
2021 Q1	$18K	Hold	185	–	–	﹤0.01%	495
2020 Q4	$18K	Hold	185	–	–	﹤0.01%	494
2020 Q3	$17K	Hold	185	–	–	﹤0.01%	445
2020 Q2	$17K	Hold	185	–	–	﹤0.01%	469
2020 Q1	$16K	Hold	185	–	–	﹤0.01%	442
2019 Q4	$18K	Hold	185	–	–	﹤0.01%	462
2019 Q3	$18K	Hold	185	–	–	﹤0.01%	440
2019 Q2	$19K	Hold	185	–	–	﹤0.01%	432
2019 Q1	$19K	Hold	185	–	–	﹤0.01%	440
2018 Q4	$18K	Hold	185	–	–	﹤0.01%	407
2018 Q3	$19K	Hold	185	–	–	﹤0.01%	424
2018 Q2	$18K	Buy	+185	New	+$18.5K	﹤0.01%	437

Other funds holding HYS

AssetMark Inc Concord, California $49B AUM 17.78% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BerganKDV Wealth Management's HYS Position: Q2 2023 in Review

BerganKDV Wealth Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2023 at 185 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

BerganKDV Wealth Management first reported a position in HYS in Q2 2018 and has held it in 21 quarters since. The position peaked at $19K in Q2 2019. 227 funds tracked by Wall St. Rank hold HYS as of Q2 2023.

BerganKDV Wealth Management held 185 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $16.9K as of Q2 2023.
BerganKDV Wealth Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2023.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #508 holding.
BerganKDV Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $19K in Q2 2019.
227 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.