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

Sonora Investment 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
2021 Q3	–	Sell	-6	Closed	-$1K	–	1098
2021 Q2	$1K	Buy	+6	New	+$596	﹤0.01%	947
2019 Q4	–	Sell	-331	Closed	-$33K	–	1692
2019 Q3	$33K	Hold	331	–	–	﹤0.01%	648
2019 Q2	$33K	Hold	331	–	–	﹤0.01%	651
2019 Q1	$33K	Buy	+331	New	+$32.7K	﹤0.01%	610

Other funds holding HYS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Sonora Investment Management's HYS Position: Q3 2021 in Review

Sonora Investment Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in HYS in Q1 2019 and held it in 4 quarters. The position peaked at $33K in Q3 2019. 252 funds tracked by Wall St. Rank hold HYS as of Q3 2021.

Sonora Investment Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Sonora Investment Management sold 6 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2021, an estimated $1K.
Sonora Investment Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and held it in 4 quarters.
Sonora Investment Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $33K in Q3 2019.
252 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.