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

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-31
Closed -$3K – 1083
2022
Q2 		$3K Sell
31
-33
-52% -$3.05K ﹤0.01% 1638
2022
Q1 		$6K Sell
64
-113
-64% -$10.9K ﹤0.01% 1549
2021
Q4 		$18K Hold
177
– – ﹤0.01% 1258
2021
Q3 		$18K Hold
177
– – ﹤0.01% 1262
2021
Q2 		$18K Sell
177
-29
-14% -$2.88K ﹤0.01% 1228
2021
Q1 		$20K Hold
206
– – ﹤0.01% 1094
2020
Q4 		$20K Sell
206
-8
-4% -$768 0.01% 966
2020
Q3 		$20K Buy
214
+146
+215% +$13.7K 0.01% 794
2020
Q2 		$6K Sell
68
-18
-21% -$1.61K ﹤0.01% 1126
2020
Q1 		$7K Buy
86
+30
+54% +$2.87K ﹤0.01% 974
2019
Q4 		$6K Buy
56
+25
+81% +$2.48K ﹤0.01% 943
2019
Q3 		$3K Buy
+31
New +$3.09K ﹤0.01% 1024
2018
Q1 		– Sell
-76
Closed -$8K – 966
2017
Q4 		$8K Hold
76
– – 0.01% 623
2017
Q3 		$8K Sell
76
-214
-74% -$21.7K 0.01% 595
2017
Q2 		$29K Buy
290
+59
+26% +$5.97K 0.03% 322
2017
Q1 		$23K Buy
231
+190
+463% +$19.1K 0.02% 332
2016
Q4 		$4K Buy
+41
New +$4.06K 0.01% 595

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2022, closing a stake of 31 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in HYS in Q4 2016 and held it in 17 quarters. The position peaked at $29K in Q2 2017. 215 funds tracked by Wall St. Rank hold HYS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 31 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2016 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $29K in Q2 2017.
  • 215 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.