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Robertson Stephens Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-42,848
Closed -$3.87M – 458
2023
Q3 		$3.87M Buy
42,848
+3,386
+9% +$308K 0.26% 78
2023
Q2 		$3.6M Buy
+39,462
New +$3.57M 0.25% 86

Other funds holding HYS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Robertson Stephens Wealth Management's HYS Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2023, closing a stake of 42,848 shares — an estimated $3.87M sold.

Robertson Stephens Wealth Management first reported a position in HYS in Q2 2023 and held it in 2 quarters. The position peaked at $3.87M in Q3 2023. 229 funds tracked by Wall St. Rank hold HYS as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 42,848 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2023, an estimated $3.87M.
  • Robertson Stephens Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $3.87M in Q3 2023.
  • 229 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.