Cedar Brook Financial Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Cedar Brook Financial Partners’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	-2,467	Closed	-$220K	–	395
2022 Q4	$220K	Buy	+2,467	New	+$221K	0.06%	331
2020 Q2	–	Sell	-2,564	Closed	-$220K	–	286
2020 Q1	$220K	Buy	2,564 +233	+10%	+$22.3K	0.12%	211
2019 Q4	$232K	Buy	2,331 +17	+0.7%	+$1.69K	0.1%	249
2019 Q3	$231K	Buy	+2,314	New	+$231K	0.1%	247
2019 Q2	–	Sell	-2,210	Closed	-$221K	–	306
2019 Q1	$221K	Buy	+2,210	New	+$218K	0.11%	250

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

Cedar Brook Financial Partners's HYS Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 2,467 shares — an estimated $220K sold.

Cedar Brook Financial Partners first reported a position in HYS in Q1 2019 and held it in 5 quarters. The position peaked at $232K in Q4 2019. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Cedar Brook Financial Partners 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.
Cedar Brook Financial Partners sold 2,467 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $220K.
Cedar Brook Financial Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and held it in 5 quarters.
Cedar Brook Financial Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $232K in Q4 2019.
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 Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.