Personal CFO Solutions’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Personal CFO Solutions’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	-3,625	Closed	-$359K	–	489
2021 Q4	$359K	Buy	3,625 +145	+4%	+$14.3K	0.07%	267
2021 Q3	$345K	Sell	3,480 -130	-4%	-$12.9K	0.07%	254
2021 Q2	$361K	Buy	3,610 +226	+7%	+$22.4K	0.07%	246
2021 Q1	$336K	Buy	3,384 +15	+0.4%	+$1.48K	0.07%	230
2020 Q4	$331K	Buy	3,369 +177	+6%	+$17K	0.08%	222
2020 Q3	$0	Buy	+3,192	New	+$299K	﹤0.01%	225
2020 Q2	–	Sell	-4,965	Closed	-$426K	–	334
2020 Q1	$426K	Buy	4,965 +2,134	+75%	+$204K	0.15%	136
2019 Q4	$282K	Buy	2,831 +50	+2%	+$4.96K	0.08%	226
2019 Q3	$277K	Buy	+2,781	New	+$278K	0.11%	212

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

Personal CFO Solutions's HYS Position: Q1 2022 in Review

Personal CFO Solutions sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2022, closing a stake of 3,625 shares — an estimated $359K sold.

Personal CFO Solutions first reported a position in HYS in Q3 2019 and held it in 9 quarters. The position peaked at $426K in Q1 2020. 239 funds tracked by Wall St. Rank hold HYS as of Q1 2022.

Personal CFO Solutions 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.
Personal CFO Solutions sold 3,625 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $359K.
Personal CFO Solutions first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2019 and held it in 9 quarters.
Personal CFO Solutions's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $426K in Q1 2020.
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 Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.