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

Retirement 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 Q1	–	Sell	-91	Closed	-$8.47K	–	859
2023 Q4	$8.47K	Hold	91	–	–	﹤0.01%	471
2023 Q3	$8.22K	Hold	91	–	–	﹤0.01%	436
2023 Q2	$8.3K	Hold	91	–	–	﹤0.01%	438
2023 Q1	$8K	Hold	91	–	–	﹤0.01%	422
2022 Q4	$8K	Hold	91	–	–	﹤0.01%	378
2022 Q3	$8K	Hold	91	–	–	0.01%	278
2022 Q2	$8K	Hold	91	–	–	﹤0.01%	470
2022 Q1	$9K	Hold	91	–	–	﹤0.01%	476
2021 Q4	$9K	Hold	91	–	–	﹤0.01%	457
2021 Q3	$9K	Hold	91	–	–	﹤0.01%	385
2021 Q2	$9K	Hold	91	–	–	﹤0.01%	422
2021 Q1	$9K	Hold	91	–	–	﹤0.01%	482
2020 Q4	$8K	Hold	91	–	–	﹤0.01%	449
2020 Q3	$9K	Hold	91	–	–	0.01%	425
2020 Q2	$8K	Buy	+91	New	+$8.13K	0.01%	405
2019 Q4	$10K	Buy	+104	New	+$10.3K	0.01%	383

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Retirement Group's HYS Position: Q1 2024 in Review

Retirement Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2024, closing a stake of 91 shares — an estimated $8.47K sold.

Retirement Group first reported a position in HYS in Q4 2019 and held it in 16 quarters. The position peaked at $10K in Q4 2019. 225 funds tracked by Wall St. Rank hold HYS as of Q1 2024.

Retirement Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 91 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2024, an estimated $8.47K.
Retirement Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 16 quarters.
Retirement Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10K in Q4 2019.
225 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.