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

Peterson Financial 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
2024
Q3 		$289K Buy
3,029
+74
+3% +$6.95K 1.11% 23
2024
Q2 		$274K Buy
+2,955
New +$273K 1.67% 26

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Financial Group's HYS Position: Q3 2024 in Review

Peterson Financial Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 2.5% in Q3 2024, buying an estimated $6.95K and bringing the position to 3,029 shares worth $289K. The position accounts for 1.11% of the portfolio, ranked #23.

Peterson Financial Group first reported a position in HYS in Q2 2024 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HYS as of Q3 2024.

  • Peterson Financial Group held 3,029 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $289K as of Q3 2024.
  • Peterson Financial Group bought 74 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2024, an estimated $6.95K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 1.11% of Peterson Financial Group's portfolio in Q3 2024, its #23 holding.
  • Peterson Financial Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2024 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.