Moisand Fitzgerald Tamayo’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-24	Closed	-$2.17K	–	728
2023 Q3	$2.17K	Buy	+24	New	+$2.18K	﹤0.01%	548
2023 Q1	–	Sell	-36	Closed	-$3.21K	–	796
2022 Q4	$3.21K	Buy	+36	New	+$3.22K	﹤0.01%	466
2021 Q3	–	Sell	-40	Closed	-$4K	–	387
2021 Q2	$4K	Buy	+40	New	+$3.97K	﹤0.01%	333
2020 Q4	–	Sell	-30	Closed	-$3K	–	366
2020 Q3	$3K	Buy	+30	New	+$2.81K	﹤0.01%	273

Other funds holding HYS

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HYS Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2023, closing a stake of 24 shares — an estimated $2.17K sold.

Moisand Fitzgerald Tamayo first reported a position in HYS in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 229 funds tracked by Wall St. Rank hold HYS as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 24 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $2.17K.
Moisand Fitzgerald Tamayo first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4K in Q2 2021.
229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.