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Gladstone Institutional Advisory’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Gladstone Institutional Advisory’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
2020
Q2 		– Sell
-10,101
Closed -$866K – 274
2020
Q1 		$866K Buy
+10,101
New +$966K 0.22% 93

Other funds holding HYS

Jane Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gladstone Institutional Advisory's HYS Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2020, closing a stake of 10,101 shares — an estimated $866K sold.

Gladstone Institutional Advisory first reported a position in HYS in Q1 2020 and held it in 1 quarter. The position peaked at $866K in Q1 2020. 207 funds tracked by Wall St. Rank hold HYS as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,101 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2020, an estimated $866K.
  • Gladstone Institutional Advisory first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $866K in Q1 2020.
  • 207 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.