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

Gerber Kawasaki Wealth & 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
2021 Q4	–	Sell	-3	Closed	-$3K	–	647
2021 Q3	$3K	Buy	+3	New	+$298	﹤0.01%	827
2018 Q1	–	Sell	-4,366	Closed	-$438K	–	121
2017 Q4	$438K	Buy	4,366 +318	+8%	+$32.1K	0.15%	73
2017 Q3	$409K	Buy	4,048 +730	+22%	+$73.9K	0.15%	75
2017 Q2	$334K	Buy	3,318 +649	+24%	+$65.7K	0.13%	88
2017 Q1	$267K	Buy	+2,669	New	+$268K	0.11%	98

Other funds holding HYS

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HYS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HYS in Q1 2017 and held it in 5 quarters. The position peaked at $438K in Q4 2017. 263 funds tracked by Wall St. Rank hold HYS as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $3K.
Gerber Kawasaki Wealth & Investment Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2017 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $438K in Q4 2017.
263 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.