Kiley Juergens Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-223	Closed	-$22K	–	305
2018 Q3	$22K	Hold	223	–	–	0.02%	343
2018 Q2	$22K	Buy	+223	New	+$22.3K	0.02%	311
2018 Q1	–	Sell	-223	Closed	-$22K	–	312
2017 Q4	$22K	Buy	+223	New	+$22.5K	0.02%	336

Other funds holding HYS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kiley Juergens Wealth Management's HYS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2018, closing a stake of 223 shares — an estimated $22K sold.

Kiley Juergens Wealth Management first reported a position in HYS in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 213 funds tracked by Wall St. Rank hold HYS as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 223 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2018, an estimated $22K.
Kiley Juergens Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $22K in Q3 2018.
213 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.