Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SHJ
Sharkey, Howes & Javer’s
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
Stock Holding History
Sharkey, Howes & Javer’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
Q2
–
Sell
-3,076
Closed
-$288K
–
119
2024
Q1
$288K
Hold
3,076
–
–
0.05%
105
2023
Q4
$286K
Hold
3,076
–
–
0.05%
97
2023
Q3
$278K
Hold
3,076
–
–
0.05%
91
2023
Q2
$281K
Sell
3,076
-533
-15%
-$48.2K
0.05%
82
2023
Q1
$330K
Sell
3,609
-167
-4%
-$15.1K
0.07%
78
2022
Q4
$337K
Sell
3,776
-2,939
-44%
-$263K
0.08%
79
2022
Q3
$587K
Buy
+6,715
New
+$608K
0.13%
68
Other funds holding HYS
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
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
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
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
FMP
Financial Management Professionals
Austin, Texas
$1.05B AUM
21.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close