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Johnson Bixby & Associates’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Johnson Bixby & Associates’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 		– Sell
-4,426
Closed -$387K – 100
2022
Q3 		$387K Sell
4,426
-1,990
-31% -$180K 0.1% 63
2022
Q2 		$568K Buy
+6,416
New +$594K 0.14% 52

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

Johnson Bixby & Associates's HYS Position: Q4 2022 in Review

Johnson Bixby & Associates sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 4,426 shares — an estimated $387K sold.

Johnson Bixby & Associates first reported a position in HYS in Q2 2022 and held it in 2 quarters. The position peaked at $568K in Q2 2022. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

  • Johnson Bixby & Associates reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Johnson Bixby & Associates sold 4,426 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $387K.
  • Johnson Bixby & Associates first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • Johnson Bixby & Associates's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $568K in Q2 2022.
  • 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 Johnson Bixby & Associates's 13F filing for Q4 2022, filed 19 Jan 2023.