Institutional & Family Asset Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Institutional & Family Asset 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
2022 Q2	–	Sell	-99	Closed	-$10K	–	749
2022 Q1	$10K	Hold	99	–	–	﹤0.01%	441
2021 Q4	$10K	Hold	99	–	–	﹤0.01%	445
2021 Q3	$10K	Hold	99	–	–	﹤0.01%	547
2021 Q2	$10K	Hold	99	–	–	﹤0.01%	592
2021 Q1	$10K	Hold	99	–	–	﹤0.01%	566
2020 Q4	$10K	Buy	99 +43	+77%	+$4.13K	﹤0.01%	536
2020 Q3	$5K	Hold	56	–	–	﹤0.01%	588
2020 Q2	$5K	Buy	+56	New	+$5.01K	﹤0.01%	574

Other funds holding HYS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Institutional & Family Asset Management's HYS Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2022, closing a stake of 99 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in HYS in Q2 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 218 funds tracked by Wall St. Rank hold HYS as of Q2 2022.

Institutional & Family Asset Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 99 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $10K.
Institutional & Family Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 8 quarters.
Institutional & Family Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10K in Q1 2022.
218 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.