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

McIlrath & Eck’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	-30	Closed	-$3K	–	902
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	709
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	688
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	697
2021 Q4	$3K	Sell	30 -9	-23%	-$889	﹤0.01%	694
2021 Q3	$4K	Hold	39	–	–	﹤0.01%	646
2021 Q2	$4K	Buy	39 +9	+30%	+$893	﹤0.01%	646
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	656
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	588
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	553
2020 Q2	$3K	Hold	30	–	–	﹤0.01%	545
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	519
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	532
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	525
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	531
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	531
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	443
2018 Q3	$3K	Buy	+30	New	+$3K	﹤0.01%	442

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

McIlrath & Eck's HYS Position: Q4 2022 in Review

McIlrath & Eck sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

McIlrath & Eck first reported a position in HYS in Q3 2018 and held it in 17 quarters. The position peaked at $4K in Q3 2021. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

McIlrath & Eck 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.
McIlrath & Eck sold 30 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $3K.
McIlrath & Eck first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2018 and held it in 17 quarters.
McIlrath & Eck's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4K in Q3 2021.
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 McIlrath & Eck's 13F filing for Q4 2022, filed 15 Feb 2023.