Braun-Bostich & Associates’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Braun-Bostich & Associates’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
2020 Q4	–	Sell	-237	Closed	-$22K	–	127
2020 Q3	$22K	Hold	237	–	–	0.02%	206
2020 Q2	$22K	Hold	237	–	–	0.02%	161
2020 Q1	$20K	Hold	237	–	–	0.03%	160
2019 Q4	$24K	Buy	+237	New	+$23.5K	0.02%	180
2019 Q3	–	Sell	-237	Closed	-$24K	–	180
2019 Q2	$24K	Hold	237	–	–	0.03%	229
2019 Q1	$24K	Hold	237	–	–	0.03%	235
2018 Q4	$23K	Hold	237	–	–	0.02%	218
2018 Q3	$24K	Hold	237	–	–	0.02%	221
2018 Q2	$24K	Hold	237	–	–	0.02%	209
2018 Q1	$24K	Hold	237	–	–	0.02%	208
2017 Q4	$24K	Buy	+237	New	+$23.9K	0.02%	210

Other funds holding HYS

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Braun-Bostich & Associates's HYS Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2020, closing a stake of 237 shares — an estimated $22K sold.

Braun-Bostich & Associates first reported a position in HYS in Q4 2017 and held it in 11 quarters. The position peaked at $24K in Q4 2019. 250 funds tracked by Wall St. Rank hold HYS as of Q4 2020.

Braun-Bostich & Associates reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 237 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $22K.
Braun-Bostich & Associates first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $24K in Q4 2019.
250 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.