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

Plante Moran Financial Advisors’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 Q1	–	Sell	-12	Closed	-$1.07K	–	838
2022 Q4	$1.07K	Buy	+12	New	+$1.07K	﹤0.01%	762
2021 Q3	–	Sell	-14	Closed	-$1.39K	–	967
2021 Q2	$1K	Buy	+14	New	+$1.39K	﹤0.01%	911
2021 Q1	–	Sell	-21	Closed	-$2K	–	1045
2020 Q4	$2K	Buy	+21	New	+$2.02K	﹤0.01%	774
2019 Q2	–	Sell	-385	Closed	-$39K	–	799
2019 Q1	$39K	Buy	+385	New	+$38K	0.01%	380
2018 Q4	–	Sell	-51	Closed	-$5K	–	925
2018 Q3	$5K	Buy	51 +1	+2%	+$100	﹤0.01%	588
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	630
2018 Q1	$5K	Buy	+50	New	+$5.01K	﹤0.01%	721
2014 Q4	–	Sell	-338	Closed	-$35K	–	823
2014 Q3	$35K	Buy	338 +274	+428%	+$28.9K	0.03%	307
2014 Q2	$7K	Buy	+64	New	+$6.84K	0.01%	612

Other funds holding HYS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Plante Moran Financial Advisors's HYS Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 12 shares — an estimated $1.07K sold.

Plante Moran Financial Advisors first reported a position in HYS in Q2 2014 and held it in 9 quarters. The position peaked at $39K in Q1 2019. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Plante Moran Financial Advisors reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 12 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $1.07K.
Plante Moran Financial Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2014 and held it in 9 quarters.
Plante Moran Financial Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $39K in Q1 2019.
221 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.