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

Van Hulzen Asset Management’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
2021 Q1	–	Sell	-3,004	Closed	-$295K	–	289
2020 Q4	$295K	Hold	3,004	–	–	0.04%	215
2020 Q3	$282K	Hold	3,004	–	–	0.04%	201
2020 Q2	$274K	Hold	3,004	–	–	0.04%	196
2020 Q1	$258K	Hold	3,004	–	–	0.06%	202
2019 Q4	$300K	Hold	3,004	–	–	0.06%	215
2019 Q3	$300K	Hold	3,004	–	–	0.06%	204
2019 Q2	$302K	Sell	3,004 -32	-1%	-$3.2K	0.07%	197
2019 Q1	$304K	Hold	3,036	–	–	0.08%	172
2018 Q4	$289K	Hold	3,036	–	–	0.08%	171
2018 Q3	$305K	Hold	3,036	–	–	0.08%	161
2018 Q2	$302K	Hold	3,036	–	–	0.09%	145
2018 Q1	$303K	Buy	+3,036	New	+$304K	0.09%	141

Other funds holding HYS

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

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

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

CCMG

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

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

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

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

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

Van Hulzen Asset Management's HYS Position: Q1 2021 in Review

Van Hulzen Asset Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2021, closing a stake of 3,004 shares — an estimated $295K sold.

Van Hulzen Asset Management first reported a position in HYS in Q1 2018 and held it in 12 quarters. The position peaked at $305K in Q3 2018. 245 funds tracked by Wall St. Rank hold HYS as of Q1 2021.

Van Hulzen Asset Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Van Hulzen Asset Management sold 3,004 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2021, an estimated $295K.
Van Hulzen Asset Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 12 quarters.
Van Hulzen Asset Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $305K in Q3 2018.
245 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2021.

Based on Van Hulzen Asset Management's 13F filing for Q1 2021, filed 12 May 2021.