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Parkside Financial Bank & Trust’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-137
Closed -$12.5K – 2053
2023
Q1 		$12.5K Buy
+137
New +$12.4K ﹤0.01% 1030
2016
Q4 		– Sell
-158
Closed -$16K – 1412
2016
Q3 		$16K Buy
+158
New +$15.5K 0.01% 614

Other funds holding HYS

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Parkside Financial Bank & Trust's HYS Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2023, closing a stake of 137 shares — an estimated $12.5K sold.

Parkside Financial Bank & Trust first reported a position in HYS in Q3 2016 and held it in 2 quarters. The position peaked at $16K in Q3 2016. 227 funds tracked by Wall St. Rank hold HYS as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 137 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2023, an estimated $12.5K.
  • Parkside Financial Bank & Trust first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2016 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $16K in Q3 2016.
  • 227 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.