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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-101
Closed -$10K 205
2019
Q1
$10K Sell
101
-30
-23% -$2.96K ﹤0.01% 149
2018
Q4
$12K Sell
131
-315
-71% -$30.9K 0.01% 153
2018
Q3
$45K Sell
446
-96
-18% -$9.62K 0.02% 122
2018
Q2
$54K Hold
542
0.02% 111
2018
Q1
$54K Sell
542
-5
-0.9% -$501 0.02% 123
2017
Q4
$54K Buy
547
+20
+4% +$2.02K 0.02% 120
2017
Q3
$54K Hold
527
0.03% 122
2017
Q2
$53K Sell
527
-11
-2% -$1.11K 0.03% 128
2017
Q1
$54K Buy
538
+5
+0.9% +$503 0.03% 125
2016
Q4
$54K Buy
533
+92
+21% +$9.11K 0.03% 129
2016
Q3
$44K Buy
+441
New +$43.3K 0.03% 222

Other funds holding HYS

Blue Bell Private Wealth Management's HYS Position: Q2 2019 in Review

Blue Bell Private Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2019, closing a stake of 101 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in HYS in Q3 2016 and held it in 11 quarters. The position peaked at $54K in Q2 2018. 229 funds tracked by Wall St. Rank hold HYS as of Q2 2019.

  • Blue Bell Private Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 101 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $10K.
  • Blue Bell Private Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2016 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $54K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.