Ironwood Financial’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-58	Closed	-$6K	–	297
2021 Q3	$6K	Hold	58	–	–	﹤0.01%	422
2021 Q2	$6K	Hold	58	–	–	﹤0.01%	415
2021 Q1	$6K	Hold	58	–	–	﹤0.01%	399
2020 Q4	$6K	Hold	58	–	–	﹤0.01%	366
2020 Q3	$5K	Hold	58	–	–	﹤0.01%	326
2020 Q2	$5K	Hold	58	–	–	﹤0.01%	309
2020 Q1	$5K	Buy	+58	New	+$5.54K	﹤0.01%	271
2015 Q3	$9K	Buy	+99	New	+$9.72K	﹤0.01%	210

Other funds holding HYS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

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

Ironwood Financial's HYS Position: Q4 2021 in Review

Ironwood Financial sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2021, closing a stake of 58 shares — an estimated $6K sold.

Ironwood Financial first reported a position in HYS in Q3 2015 and held it in 8 quarters. The position peaked at $9K in Q3 2015. 263 funds tracked by Wall St. Rank hold HYS as of Q4 2021.

Ironwood Financial reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 58 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $6K.
Ironwood Financial first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2015 and held it in 8 quarters.
Ironwood Financial's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $9K in Q3 2015.
263 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.