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

Telemus Capital’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 Q1	–	Sell	-3,792	Closed	-$345K	–	332
2022 Q4	$345K	Hold	3,792	–	–	0.03%	258
2022 Q3	$331K	Hold	3,792	–	–	0.03%	240
2022 Q2	$336K	Hold	3,792	–	–	0.03%	271
2022 Q1	$365K	Hold	3,792	–	–	0.03%	255
2021 Q4	$376K	Hold	3,792	–	–	0.03%	273
2021 Q3	$376K	Hold	3,792	–	–	0.03%	259
2021 Q2	$379K	Hold	3,792	–	–	0.03%	269
2021 Q1	$376K	Hold	3,792	–	–	0.03%	301
2020 Q4	$372K	Hold	3,792	–	–	0.03%	293
2020 Q3	$359K	Hold	3,792	–	–	0.03%	351
2020 Q2	$347K	Hold	3,792	–	–	0.03%	322
2020 Q1	$346K	Hold	3,792	–	–	0.03%	295
2019 Q4	$378K	Hold	3,792	–	–	0.03%	284
2019 Q3	$378K	Hold	3,792	–	–	0.03%	277
2019 Q2	$375K	Hold	3,792	–	–	0.03%	268
2019 Q1	$380K	Hold	3,792	–	–	0.03%	304
2018 Q4	$361K	Hold	3,792	–	–	0.03%	303
2018 Q3	$382K	Hold	3,792	–	–	0.03%	329
2018 Q2	$377K	Buy	+3,792	New	+$379K	0.03%	331

Other funds holding HYS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Telemus Capital's HYS Position: Q1 2023 in Review

Telemus Capital sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 3,792 shares — an estimated $345K sold.

Telemus Capital first reported a position in HYS in Q2 2018 and held it in 19 quarters. The position peaked at $382K in Q3 2018. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Telemus Capital reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Telemus Capital sold 3,792 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $345K.
Telemus Capital first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2018 and held it in 19 quarters.
Telemus Capital's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $382K in Q3 2018.
221 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.