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

EPG 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 Q4	–	Sell	-19	Closed	-$2K	–	387
2022 Q3	$2K	Buy	+19	New	+$1.72K	﹤0.01%	370
2022 Q2	–	Sell	-19	Closed	-$2K	–	287
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	385
2021 Q4	$2K	Hold	19	–	–	﹤0.01%	390
2021 Q3	$2K	Buy	+19	New	+$1.89K	﹤0.01%	366
2020 Q2	–	Sell	-56	Closed	-$5K	–	414
2020 Q1	$5K	Hold	56	–	–	﹤0.01%	586
2019 Q4	$6K	Buy	+56	New	+$5.55K	﹤0.01%	484

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

EPG Wealth Management's HYS Position: Q4 2022 in Review

EPG Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in HYS in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

EPG Wealth Management 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.
EPG Wealth Management sold 19 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $2K.
EPG Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 6 quarters.
EPG Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $6K in Q4 2019.
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 EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.