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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-750
Closed -$66K 384
2022
Q3
$66K Hold
750
0.03% 260
2022
Q2
$66K Buy
+750
New +$69.4K 0.02% 276

Other funds holding HYS

Selective Wealth Management's HYS Position: Q4 2022 in Review

Selective Wealth Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q4 2022, closing a stake of 750 shares — an estimated $66K sold.

Selective Wealth Management first reported a position in HYS in Q2 2022 and held it in 2 quarters. The position peaked at $66K in Q3 2022. 228 funds tracked by Wall St. Rank hold HYS as of Q4 2022.

  • Selective Wealth Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 750 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q4 2022, an estimated $66K.
  • Selective Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $66K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.