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

Signify Wealth’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 Q3	–	Sell	-5,401	Closed	-$493K	–	40
2023 Q2	$493K	Sell	5,401 -97	-2%	-$8.77K	0.42%	26
2023 Q1	$502K	Sell	5,498 -2,964	-35%	-$269K	0.44%	23
2022 Q4	$755K	Sell	8,462 -992	-10%	-$88.8K	0.66%	25
2022 Q3	$826K	Sell	9,454 -594	-6%	-$53.8K	0.88%	18
2022 Q2	$890K	Sell	10,048 -221,204	-96%	-$20.5M	1.23%	14
2022 Q1	$11.6M	Buy	231,252 +148,581	+180%	+$14.4M	7.76%	4
2021 Q4	$8.19M	Buy	82,671 +10,607	+15%	+$1.05M	5.09%	6
2021 Q3	$7.15M	Sell	72,064 -4,464	-6%	-$443K	5.69%	7
2021 Q2	$7.65M	Sell	76,528 -4,882	-6%	-$485K	5.89%	8
2021 Q1	$8.07M	Buy	81,410 +31,399	+63%	+$3.09M	6.04%	8
2020 Q4	$4.91M	Buy	+50,011	New	+$4.8M	3.89%	10

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signify Wealth's HYS Position: Q3 2023 in Review

Signify Wealth sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2023, closing a stake of 5,401 shares — an estimated $493K sold.

Signify Wealth first reported a position in HYS in Q4 2020 and held it in 11 quarters. The position peaked at $11.6M in Q1 2022. 234 funds tracked by Wall St. Rank hold HYS as of Q3 2023.

Signify Wealth reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Signify Wealth sold 5,401 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2023, an estimated $493K.
Signify Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 11 quarters.
Signify Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $11.6M in Q1 2022.
234 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2023.

Based on Signify Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.