Tru Independence Asset Management 2’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-50,222	Closed	-$4.98M	–	116
2021 Q4	$4.98M	Buy	50,222 +4,307	+9%	+$425K	2.64%	11
2021 Q3	$4.56M	Buy	45,915 +5,656	+14%	+$562K	3.23%	9
2021 Q2	$4.02M	Buy	+40,259	New	+$4M	2.75%	14

Other funds holding HYS

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

RBA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tru Independence Asset Management 2's HYS Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2022, closing a stake of 50,222 shares — an estimated $4.98M sold.

Tru Independence Asset Management 2 first reported a position in HYS in Q2 2021 and held it in 3 quarters. The position peaked at $4.98M in Q4 2021. 239 funds tracked by Wall St. Rank hold HYS as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 50,222 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2022, an estimated $4.98M.
Tru Independence Asset Management 2 first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2021 and held it in 3 quarters.
Tru Independence Asset Management 2's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $4.98M in Q4 2021.
239 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.