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

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-407	Closed	-$38K	–	201
2024 Q1	$38K	Hold	407	–	–	0.02%	156
2023 Q4	$37.9K	Hold	407	–	–	0.02%	149
2023 Q3	$36.8K	Hold	407	–	–	0.02%	149
2023 Q2	$37.1K	Hold	407	–	–	0.02%	153
2023 Q1	$37.2K	Hold	407	–	–	0.02%	156
2022 Q4	$36.3K	Sell	407 -200	-33%	-$17.9K	0.03%	151
2022 Q3	$53K	Hold	607	–	–	0.04%	131
2022 Q2	$54K	Hold	607	–	–	0.04%	134
2022 Q1	$58K	Hold	607	–	–	0.03%	136
2021 Q4	$60K	Hold	607	–	–	0.03%	140
2021 Q3	$60K	Hold	607	–	–	0.04%	135
2021 Q2	$61K	Hold	607	–	–	0.04%	132
2021 Q1	$60K	Hold	607	–	–	0.04%	131
2020 Q4	$60K	Hold	607	–	–	0.04%	119
2020 Q3	$57K	Hold	607	–	–	0.05%	113
2020 Q2	$55K	Hold	607	–	–	0.05%	108
2020 Q1	$52K	Hold	607	–	–	0.06%	102
2019 Q4	$61K	Buy	+607	New	+$60.2K	0.06%	114

Other funds holding HYS

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's HYS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2024, closing a stake of 407 shares — an estimated $38K sold.

Mine & Arao Wealth Creation & Management first reported a position in HYS in Q4 2019 and held it in 18 quarters. The position peaked at $61K in Q2 2021. 226 funds tracked by Wall St. Rank hold HYS as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 407 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2024, an estimated $38K.
Mine & Arao Wealth Creation & Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $61K in Q2 2021.
226 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.