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

TFO Wealth Partners’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
2020
Q1 		– Sell
-105
Closed -$10K – 146
2019
Q4 		$10K Buy
+105
New +$10.4K 0.01% 124

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CCMG
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Morgan Stanley
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Bank of America
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TFO Wealth Partners's HYS Position: Q1 2020 in Review

TFO Wealth Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2020, closing a stake of 105 shares — an estimated $10K sold.

TFO Wealth Partners first reported a position in HYS in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 217 funds tracked by Wall St. Rank hold HYS as of Q1 2020.

  • TFO Wealth Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 105 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $10K.
  • TFO Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $10K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.