Independent Portfolio Consultants’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$213K	Sell	2,100 -2,445	-54%	-$247K	0.09%	279
2017 Q1	$459K	Sell	4,545 -630	-12%	-$63.4K	0.16%	216
2016 Q4	$517K	Buy	+5,175	New	+$513K	0.17%	210
2015 Q2	–	Sell	-6,290	Closed	-$638K	–	945
2015 Q1	$638K	Buy	+6,290	New	+$638K	0.13%	209
2014 Q4	–	Sell	-6,810	Closed	-$706K	–	827
2014 Q3	$706K	Sell	6,810 -245	-3%	-$25.8K	0.19%	147
2014 Q2	$754K	Sell	7,055 -4,095	-37%	-$438K	0.21%	128
2014 Q1	$1.19M	Buy	+11,150	New	+$1.19M	0.38%	60

Other funds holding HYS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Independent Portfolio Consultants's HYS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 54% in Q2 2017, selling an estimated $247K and leaving 2,100 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #279.

Independent Portfolio Consultants first reported a position in HYS in Q1 2014 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2014. 205 funds tracked by Wall St. Rank hold HYS as of Q2 2017.

Independent Portfolio Consultants held 2,100 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $213K as of Q2 2017.
Independent Portfolio Consultants sold 2,445 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2017, an estimated $247K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #279 holding.
Independent Portfolio Consultants first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2014 and has held it in 7 quarters since.
Independent Portfolio Consultants's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.19M in Q1 2014.
205 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.