H&H Retirement Design & Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

H&H Retirement Design & 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
2020 Q3	–	Sell	-27,924	Closed	-$2.55M	–	45
2020 Q2	$2.55M	Buy	27,924 +6,811	+32%	+$609K	2.26%	18
2020 Q1	$1.81M	Buy	+21,113	New	+$2.02M	1.72%	20

Other funds holding HYS

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

H&H Retirement Design & Management's HYS Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2020, closing a stake of 27,924 shares — an estimated $2.55M sold.

H&H Retirement Design & Management first reported a position in HYS in Q1 2020 and held it in 2 quarters. The position peaked at $2.55M in Q2 2020. 225 funds tracked by Wall St. Rank hold HYS as of Q3 2020.

H&H Retirement Design & Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
H&H Retirement Design & Management sold 27,924 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2020, an estimated $2.55M.
H&H Retirement Design & Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2020 and held it in 2 quarters.
H&H Retirement Design & Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.55M in Q2 2020.
225 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.