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

Transform 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
2020 Q1	–	Sell	-20,678	Closed	-$2.06M	–	223
2019 Q4	$2.06M	Sell	20,678 -422	-2%	-$41.8K	0.33%	92
2019 Q3	$2.1M	Sell	21,100 -24,516	-54%	-$2.45M	0.37%	89
2019 Q2	$4.58M	Buy	+45,616	New	+$4.56M	0.67%	57

Other funds holding HYS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Transform Wealth's HYS Position: Q1 2020 in Review

Transform Wealth sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2020, closing a stake of 20,678 shares — an estimated $2.06M sold.

Transform Wealth first reported a position in HYS in Q2 2019 and held it in 3 quarters. The position peaked at $4.58M in Q2 2019. 217 funds tracked by Wall St. Rank hold HYS as of Q1 2020.

Transform Wealth 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.
Transform Wealth sold 20,678 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2020, an estimated $2.06M.
Transform Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2019 and held it in 3 quarters.
Transform Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4.58M in Q2 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 Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.