Cetera Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Cetera Advisors’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
2024 Q1	$3.25M	Buy	34,790 +19,627	+129%	+$1.83M	0.03%	606
2023 Q4	$1.41M	Buy	15,163 +2,745	+22%	+$249K	0.02%	632
2023 Q3	$1.12M	Sell	12,418 -4,325	-26%	-$393K	0.02%	683
2023 Q2	$1.53M	Buy	16,743 +469	+3%	+$42.4K	0.02%	559
2023 Q1	$1.49M	Buy	16,274 +5,288	+48%	+$479K	0.02%	547
2022 Q4	$981K	Buy	+10,986	New	+$983K	0.02%	684
2019 Q2	–	Sell	-197	Closed	-$21K	–	1080
2019 Q1	$21K	Buy	+197	New	+$19.4K	﹤0.01%	1070
2018 Q4	–	Sell	-3,125	Closed	-$318K	–	901
2018 Q3	$318K	Buy	+3,125	New	+$313K	0.02%	705

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Cetera Advisors's HYS Position: Q1 2024 in Review

Cetera Advisors increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 129% in Q1 2024, buying an estimated $1.83M and bringing the position to 34,790 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #606.

Cetera Advisors first reported a position in HYS in Q3 2018 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold HYS as of Q1 2024.

Cetera Advisors held 34,790 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $3.25M as of Q1 2024.
Cetera Advisors bought 19,627 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2024, an estimated $1.83M.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #606 holding.
Cetera Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2018 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.