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

Partnervest Advisory Services’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 Q3	$602K	Buy	6,420 +1,075	+20%	+$101K	0.19%	95
2020 Q2	$488K	Buy	5,345 +1,110	+26%	+$99.2K	0.18%	96
2020 Q1	$363K	Sell	4,235 -50	-1%	-$4.78K	0.16%	109
2019 Q4	$427K	Hold	4,285	–	–	0.16%	105
2019 Q3	$427K	Buy	+4,285	New	+$428K	0.15%	116
2014 Q3	–	Sell	-200	Closed	-$21K	–	438
2014 Q2	$21K	Hold	200	–	–	0.01%	520
2014 Q1	$21K	Hold	200	–	–	0.01%	491
2013 Q4	$21K	Hold	200	–	–	0.01%	460
2013 Q3	$21K	Hold	200	–	–	0.01%	446
2013 Q2	$21K	Buy	+200	New	+$21K	0.01%	403

Other funds holding HYS

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

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

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

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

CCMG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Partnervest Advisory Services's HYS Position: Q3 2020 in Review

Partnervest Advisory Services increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 20% in Q3 2020, buying an estimated $101K and bringing the position to 6,420 shares worth $602K. The position accounts for 0.19% of the portfolio, ranked #95.

Partnervest Advisory Services first reported a position in HYS in Q2 2013 and has held it in 10 quarters since. 225 funds tracked by Wall St. Rank hold HYS as of Q3 2020.

Partnervest Advisory Services held 6,420 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $602K as of Q3 2020.
Partnervest Advisory Services bought 1,075 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2020, an estimated $101K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.19% of Partnervest Advisory Services's portfolio in Q3 2020, its #95 holding.
Partnervest Advisory Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2013 and has held it in 10 quarters since.
225 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.