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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$2K Hold
17
﹤0.01% 536
2019
Q1
$2K Sell
17
-33
-66% -$3.26K ﹤0.01% 534
2018
Q4
$5K Buy
+50
New +$4.9K ﹤0.01% 555

Other funds holding HYS

Lake Point Wealth Management's HYS Position: Q2 2019 in Review

Lake Point Wealth Management held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2019 at 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Lake Point Wealth Management first reported a position in HYS in Q4 2018 and has held it in 3 quarters since. The position peaked at $5K in Q4 2018. 229 funds tracked by Wall St. Rank hold HYS as of Q2 2019.

  • Lake Point Wealth Management held 17 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $2K as of Q2 2019.
  • Lake Point Wealth Management left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2019.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #536 holding.
  • Lake Point Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.