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

Congress Wealth Management’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	-7,272	Closed	-$663K	–	611
2023 Q2	$663K	Sell	7,272 -207	-3%	-$18.7K	0.02%	382
2023 Q1	$683K	Sell	7,479 -101	-1%	-$9.15K	0.02%	385
2022 Q4	$677K	Sell	7,580 -143	-2%	-$12.8K	0.02%	378
2022 Q3	$675K	Sell	7,723 -667	-8%	-$60.4K	0.02%	371
2022 Q2	$743K	Sell	8,390 -488	-5%	-$45.1K	0.02%	367
2022 Q1	$854K	Sell	8,878 -325	-4%	-$31.4K	0.02%	378
2021 Q4	$912K	Buy	+9,203	New	+$909K	0.02%	383

Other funds holding HYS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Congress Wealth Management's HYS Position: Q3 2023 in Review

Congress Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2023, closing a stake of 7,272 shares — an estimated $663K sold.

Congress Wealth Management first reported a position in HYS in Q4 2021 and held it in 7 quarters. The position peaked at $912K in Q4 2021. 234 funds tracked by Wall St. Rank hold HYS as of Q3 2023.

Congress Wealth Management 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.
Congress Wealth Management sold 7,272 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2023, an estimated $663K.
Congress Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 7 quarters.
Congress Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $912K in Q4 2021.
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 Congress Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.