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

Curi 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
2022 Q3	–	Sell	-15	Closed	-$1K	–	416
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	565
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	484
2021 Q4	$1K	Buy	+15	New	+$1.48K	﹤0.01%	446
2021 Q1	–	Sell	-14	Closed	-$1K	–	269
2020 Q4	$1K	Buy	+14	New	+$1.34K	﹤0.01%	357

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Curi Wealth Management's HYS Position: Q3 2022 in Review

Curi Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in HYS in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 215 funds tracked by Wall St. Rank hold HYS as of Q3 2022.

Curi Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 15 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1K in Q2 2022.
215 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.