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

Liberty 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
2021 Q4	–	Sell	-22	Closed	-$2K	–	584
2021 Q3	$2K	Buy	+22	New	+$2.19K	﹤0.01%	1056
2021 Q2	–	Sell	-11	Closed	-$1.09K	–	725
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	870
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	869
2020 Q3	$1K	Sell	11 -28	-72%	-$2.62K	﹤0.01%	807
2020 Q2	$0	Sell	39 -8	-17%	-$715	﹤0.01%	913
2020 Q1	$6K	Buy	47 +23	+96%	+$2.2K	0.01%	544
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	767
2019 Q3	$2K	Buy	+24	New	+$2.4K	﹤0.01%	739
2019 Q2	–	Sell	-27	Closed	-$2K	–	918
2019 Q1	$2K	Buy	+27	New	+$2.67K	﹤0.01%	631

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

Liberty Wealth Management's HYS Position: Q4 2021 in Review

Liberty Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2021, closing a stake of 22 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in HYS in Q1 2019 and held it in 9 quarters. The position peaked at $6K in Q1 2020. 263 funds tracked by Wall St. Rank hold HYS as of Q4 2021.

Liberty Wealth Management 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.
Liberty Wealth Management sold 22 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and held it in 9 quarters.
Liberty Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $6K in Q1 2020.
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 Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.