Newbridge Financial Services Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-7	Closed	-$1K	–	1491
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1334
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	1269
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	1359
2021 Q1	$1K	Buy	7 +2	+40%	+$197	﹤0.01%	1279
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	1032
2020 Q3	$0	Buy	+5	New	+$468	﹤0.01%	1043

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Newbridge Financial Services Group's HYS Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in HYS in Q3 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 239 funds tracked by Wall St. Rank hold HYS as of Q1 2022.

Newbridge Financial Services Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 7 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $1K.
Newbridge Financial Services Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1K in Q4 2021.
239 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.