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

Clarity Financial’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
Q3 		– Sell
-2,357
Closed -$215K – 120
2023
Q2 		$215K Buy
+2,357
New +$213K 0.03% 109

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clarity Financial's HYS Position: Q3 2023 in Review

Clarity Financial sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2023, closing a stake of 2,357 shares — an estimated $215K sold.

Clarity Financial first reported a position in HYS in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 234 funds tracked by Wall St. Rank hold HYS as of Q3 2023.

  • Clarity Financial reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Clarity Financial sold 2,357 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2023, an estimated $215K.
  • Clarity Financial first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • Clarity Financial's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $215K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2023.

Based on Clarity Financial's 13F filing for Q3 2023, filed 18 Oct 2023.