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

TrinityPoint 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
2022
Q2 		– Sell
-2,542
Closed -$245K – 291
2022
Q1 		$245K Buy
+2,542
New +$246K 0.04% 272

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AssetMark Inc
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrinityPoint Wealth's HYS Position: Q2 2022 in Review

TrinityPoint Wealth sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2022, closing a stake of 2,542 shares — an estimated $245K sold.

TrinityPoint Wealth first reported a position in HYS in Q1 2022 and held it in 1 quarter. The position peaked at $245K in Q1 2022. 218 funds tracked by Wall St. Rank hold HYS as of Q2 2022.

  • TrinityPoint Wealth reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,542 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $245K.
  • TrinityPoint Wealth first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • TrinityPoint Wealth's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $245K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.