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

Clearview Wealth 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
2022 Q4	–	Sell	-29	Closed	-$3K	–	635
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	456
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	473
2022 Q1	$3K	Sell	29 -49	-63%	-$4.74K	﹤0.01%	489
2021 Q4	$8K	Hold	78	–	–	﹤0.01%	446
2021 Q3	$8K	Buy	78 +1	+1%	+$99	0.01%	451
2021 Q2	$8K	Buy	77 +1	+1%	+$99	﹤0.01%	465
2021 Q1	$8K	Buy	76 +1	+1%	+$98	0.01%	438
2020 Q4	$7K	Buy	+75	New	+$7.2K	﹤0.01%	417

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clearview Wealth Advisors's HYS Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 29 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in HYS in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

Clearview Wealth Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 29 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $3K.
Clearview Wealth Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $8K in Q4 2021.
228 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.