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

Destination 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
2019 Q2	–	Sell	-51	Closed	-$5K	–	640
2019 Q1	$5K	Buy	+51	New	+$5.04K	﹤0.01%	543
2018 Q3	–	Sell	-27	Closed	-$3K	–	717
2018 Q2	$3K	Sell	27 -247	-90%	-$24.7K	﹤0.01%	461
2018 Q1	$2K	Buy	+274	New	+$27.5K	﹤0.01%	505
2016 Q2	–	Sell	-12,021	Closed	-$1.1M	–	154
2016 Q1	$1.1M	Hold	12,021	–	–	0.11%	75
2015 Q4	$1.1M	Buy	+12,021	New	+$1.14M	0.11%	75

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's HYS Position: Q2 2019 in Review

Destination Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2019, closing a stake of 51 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in HYS in Q4 2015 and held it in 5 quarters. The position peaked at $1.1M in Q1 2016. 229 funds tracked by Wall St. Rank hold HYS as of Q2 2019.

Destination Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 51 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $5K.
Destination Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2015 and held it in 5 quarters.
Destination Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.1M in Q1 2016.
229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.