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Clear Investment Research’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Clear Investment Research’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 		– Sell
-117
Closed -$10.9K – 238
2023
Q4 		$10.9K Buy
117
+4
+4% +$363 0.02% 175
2023
Q3 		$10.2K Sell
113
-183
-62% -$16.6K 0.02% 130
2023
Q2 		$27K Sell
296
-293
-50% -$26.5K 0.05% 109
2023
Q1 		$53.8K Sell
589
-223
-27% -$20.2K 0.09% 78
2022
Q4 		$73K Buy
812
+9
+1% +$806 0.14% 69
2022
Q3 		$70K Sell
803
-59
-7% -$5.34K 0.15% 65
2022
Q2 		$76K Sell
862
-1,276
-60% -$118K 0.17% 66
2022
Q1 		$118K Buy
2,138
+1,580
+283% +$153K 0.23% 63
2021
Q4 		$55K Sell
558
-13
-2% -$1.28K 0.08% 79
2021
Q3 		$57K Buy
571
+238
+71% +$23.6K 0.09% 78
2021
Q2 		$33K Sell
333
-50
-13% -$4.96K 0.06% 88
2021
Q1 		$38K Buy
383
+378
+7,560% +$37.2K 0.07% 74
2020
Q4 		$0 Hold
5
– – ﹤0.01% 121
2020
Q3 		$0 Sell
5
-187
-97% -$17.5K ﹤0.01% 114
2020
Q2 		$18K Sell
192
-1,047
-85% -$93.6K 0.04% 84
2020
Q1 		$106K Hold
1,239
– – 0.26% 49
2019
Q4 		$124K Hold
1,239
– – 0.26% 49
2019
Q3 		$124K Hold
1,239
– – 0.27% 49
2019
Q2 		$124K Sell
1,239
-82
-6% -$8.19K 0.2% 47
2019
Q1 		$132K Sell
1,321
-611
-32% -$60.3K 0.21% 47
2018
Q4 		$184K Buy
1,932
+272
+16% +$26.7K 0.3% 36
2018
Q3 		$167K Sell
1,660
-573
-26% -$57.4K 0.24% 37
2018
Q2 		$223K Hold
2,233
– – 0.15% 33
2018
Q1 		$223K Sell
2,233
-170
-7% -$17K 0.15% 33
2017
Q4 		$241K Buy
2,403
+27
+1% +$2.72K 0.16% 34
2017
Q3 		$241K Buy
2,376
+75
+3% +$7.59K 0.16% 33
2017
Q2 		$233K Buy
2,301
+1,693
+278% +$171K 0.18% 32
2017
Q1 		$61K Buy
+608
New +$61.1K 0.04% 28

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Investment Research's HYS Position: Q1 2024 in Review

Clear Investment Research sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2024, closing a stake of 117 shares — an estimated $10.9K sold.

Clear Investment Research first reported a position in HYS in Q1 2017 and held it in 28 quarters. The position peaked at $241K in Q4 2017. 225 funds tracked by Wall St. Rank hold HYS as of Q1 2024.

  • Clear Investment Research reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 117 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2024, an estimated $10.9K.
  • Clear Investment Research first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2017 and held it in 28 quarters.
  • Clear Investment Research's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $241K in Q4 2017.
  • 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 Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.