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

WealthShield Partners’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 Q2	–	Sell	-53	Closed	-$5K	–	933
2021 Q1	$5K	Buy	+53	New	+$5.21K	﹤0.01%	957
2019 Q2	–	Sell	-53	Closed	-$5K	–	250
2019 Q1	$5K	Buy	+53	New	+$5.23K	﹤0.01%	247
2018 Q4	–	Sell	-53	Closed	-$5K	–	260
2018 Q3	$5K	Hold	53	–	–	﹤0.01%	224
2018 Q2	$5K	Hold	53	–	–	﹤0.01%	219
2018 Q1	$5K	Buy	+53	New	+$5.31K	﹤0.01%	212

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

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

CCMG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

WealthShield Partners's HYS Position: Q2 2021 in Review

WealthShield Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2021, closing a stake of 53 shares — an estimated $5K sold.

WealthShield Partners first reported a position in HYS in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 250 funds tracked by Wall St. Rank hold HYS as of Q2 2021.

WealthShield Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 53 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $5K.
WealthShield Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 5 quarters.
WealthShield Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $5K in Q1 2021.
250 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.