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

WealthOne’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
-2,258
Closed -$222K – 123
2020
Q4 		$222K Buy
2,258
+97
+4% +$9.32K 0.11% 98
2020
Q3 		$203K Buy
+2,161
New +$202K 0.11% 102
2019
Q4 		– Sell
-2,329
Closed -$232K – 93
2019
Q3 		$232K Buy
2,329
+270
+13% +$27K 0.17% 79
2019
Q2 		$207K Sell
2,059
-1,065
-34% -$106K 0.15% 92
2019
Q1 		$313K Buy
3,124
+1,492
+91% +$147K 0.35% 54
2018
Q4 		$155K Buy
+1,632
New +$160K 0.14% 89

Other funds holding HYS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return