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Heritage Wealth Management (Arizona)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$29.1K Buy
326
+163
+100% +$14.6K ﹤0.01% 587
2022
Q3 		$14K Hold
163
– – ﹤0.01% 599
2022
Q2 		$14.4K Hold
163
– – ﹤0.01% 607
2022
Q1 		$16K Buy
+163
New +$15.8K ﹤0.01% 631
2021
Q3 		$7K Hold
69
– – ﹤0.01% 696
2021
Q2 		$7K Buy
+69
New +$6.85K ﹤0.01% 702

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 100% in Q4 2022, buying an estimated $14.6K and bringing the position to 326 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Heritage Wealth Management (Arizona) first reported a position in HYS in Q2 2021 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 326 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $29.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 163 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $14.6K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #587 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2021 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.