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

Freedom Investment 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
-14,351
Closed -$1.27M – 746
2022
Q2 		$1.27M Buy
14,351
+946
+7% +$87.5K 0.14% 206
2022
Q1 		$1.29M Sell
13,405
-2,302
-15% -$222K 0.12% 228
2021
Q4 		$1.56M Sell
15,707
-295
-2% -$29.1K 0.11% 231
2021
Q3 		$1.59M Buy
16,002
+529
+3% +$52.5K 0.12% 225
2021
Q2 		$1.55M Buy
+15,473
New +$1.54M 0.12% 218
2018
Q4 		– Sell
-8,120
Closed -$813K – 827
2018
Q3 		$813K Buy
8,120
+186
+2% +$18.6K 0.05% 379
2018
Q2 		$790K Sell
7,934
-4,019
-34% -$402K 0.05% 396
2018
Q1 		$1.19M Buy
+11,953
New +$1.2M 0.06% 321
2017
Q1 		– Sell
-16,374
Closed -$1.64M – 1079
2016
Q4 		$1.64M Buy
16,374
+2,569
+19% +$254K 0.1% 135
2016
Q3 		$1.37M Buy
13,805
+448
+3% +$43.9K 0.09% 159
2016
Q2 		$1.29M Buy
13,357
+2,770
+26% +$264K 0.09% 159
2016
Q1 		$984K Buy
+10,587
New +$957K 0.07% 218
2015
Q3 		– Sell
-4,498
Closed -$449K – 701
2015
Q2 		$449K Buy
4,498
+314
+8% +$31.9K 0.05% 371
2015
Q1 		$425K Buy
4,184
+1,850
+79% +$188K 0.05% 363
2014
Q4 		$235K Sell
2,334
-106
-4% -$10.9K 0.03% 506
2014
Q3 		$253K Buy
+2,440
New +$257K 0.04% 387

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's HYS Position: Q3 2022 in Review

Freedom Investment Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2022, closing a stake of 14,351 shares — an estimated $1.27M sold.

Freedom Investment Management first reported a position in HYS in Q3 2014 and held it in 16 quarters. The position peaked at $1.64M in Q4 2016. 215 funds tracked by Wall St. Rank hold HYS as of Q3 2022.

  • Freedom Investment 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.
  • Freedom Investment Management sold 14,351 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2022, an estimated $1.27M.
  • Freedom Investment Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2014 and held it in 16 quarters.
  • Freedom Investment Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.64M in Q4 2016.
  • 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 Freedom Investment Management's 13F filing for Q3 2022, filed 24 Oct 2022.