Laurel Wealth Advisors (California)’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Laurel Wealth Advisors (California)’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	$1.11M	Buy	+12,476	New	+$1.12M	0.11%	194
2020 Q3	–	Sell	-2,249	Closed	-$205K	–	399
2020 Q2	$205K	Sell	2,249 -174	-7%	-$15.6K	0.04%	371
2020 Q1	$208K	Buy	+2,423	New	+$232K	0.05%	345

Other funds holding HYS

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Laurel Wealth Advisors (California)'s HYS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022: 12,476 shares worth $1.11M. The stake represents 0.11% of the portfolio and ranks #194 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in HYS as recently as Q2 2020.

Laurel Wealth Advisors (California) first reported a position in HYS in Q1 2020 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

Laurel Wealth Advisors (California) held 12,476 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $1.11M as of Q4 2022.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Laurel Wealth Advisors (California) position in Q4 2022.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #194 holding.
Laurel Wealth Advisors (California) first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2020 and has held it in 3 quarters since.
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 Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.