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

Monument Capital 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
2020 Q4	–	Sell	-4,866	Closed	-$456K	–	93
2020 Q3	$456K	Buy	4,866 +53	+1%	+$4.96K	0.24%	75
2020 Q2	$439K	Buy	4,813 +59	+1%	+$5.27K	0.26%	73
2020 Q1	$408K	Buy	4,754 +57	+1%	+$5.45K	0.29%	65
2019 Q4	$468K	Buy	4,697 +57	+1%	+$5.65K	0.24%	79
2019 Q3	$463K	Buy	4,640 +60	+1%	+$5.99K	0.25%	81
2019 Q2	$459K	Hold	4,580	–	–	0.25%	81
2019 Q1	$459K	Hold	4,580	–	–	0.26%	77
2018 Q4	$436K	Sell	4,580 -3,425	-43%	-$336K	0.27%	79
2018 Q3	$806K	Hold	8,005	–	–	0.45%	62
2018 Q2	$797K	Buy	+8,005	New	+$800K	0.55%	61

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monument Capital Management's HYS Position: Q4 2020 in Review

Monument Capital Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2020, closing a stake of 4,866 shares — an estimated $456K sold.

Monument Capital Management first reported a position in HYS in Q2 2018 and held it in 10 quarters. The position peaked at $806K in Q3 2018. 250 funds tracked by Wall St. Rank hold HYS as of Q4 2020.

Monument Capital Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Monument Capital Management sold 4,866 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2020, an estimated $456K.
Monument Capital Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2018 and held it in 10 quarters.
Monument Capital Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $806K in Q3 2018.
250 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2020.

Based on Monument Capital Management's 13F filing for Q4 2020, filed 15 Jan 2021.