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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$99K Sell
108
-3
-3% -$298 0.05% 355
2021
Q2
$100K Buy
+111
New +$11K 0.04% 349
2019
Q4
$13K Buy
+135
New +$13.4K 0.01% 1135
2019
Q2
Sell
-69
Closed -$7K 1425
2019
Q1
$7K Buy
+69
New +$6.81K 0.01% 624
2018
Q3
Sell
-303
Closed -$30.4K 1495
2018
Q2
$30K Sell
303
-268
-47% -$26.8K 0.03% 420
2018
Q1
$57K Buy
+571
New +$57.3K 0.06% 277

Other funds holding HYS

Financial Gravity Asset Management's HYS Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.7% in Q3 2021, selling an estimated $298 and leaving 108 shares worth $99K. The position accounts for 0.05% of the portfolio, ranked #355.

Financial Gravity Asset Management first reported a position in HYS in Q1 2018 and has held it in 6 quarters since. The position peaked at $100K in Q2 2021. 252 funds tracked by Wall St. Rank hold HYS as of Q3 2021.

  • Financial Gravity Asset Management held 108 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $99K as of Q3 2021.
  • Financial Gravity Asset Management sold 3 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2021, an estimated $298.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.05% of Financial Gravity Asset Management's portfolio in Q3 2021, its #355 holding.
  • Financial Gravity Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2018 and has held it in 6 quarters since.
  • Financial Gravity Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $100K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.