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

Wealthstreet Investment Advisors’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	-5,900	Closed	-$585K	–	199
2021 Q1	$585K	Hold	5,900	–	–	0.06%	231
2020 Q4	$579K	Buy	5,900 +1,000	+20%	+$96.1K	0.06%	227
2020 Q3	$460K	Hold	4,900	–	–	0.05%	229
2020 Q2	$447K	Sell	4,900 -200	-4%	-$17.9K	0.05%	226
2020 Q1	$437K	Hold	5,100	–	–	0.06%	207
2019 Q4	$509K	Sell	5,100 -173	-3%	-$17.2K	0.06%	232
2019 Q3	$524K	Hold	5,273	–	–	0.07%	218
2019 Q2	$529K	Hold	5,273	–	–	0.07%	215
2019 Q1	$528K	Buy	5,273 +123	+2%	+$12.1K	0.07%	219
2018 Q4	$506K	Hold	5,150	–	–	0.07%	213
2018 Q3	$518K	Hold	5,150	–	–	0.06%	234
2018 Q2	$513K	Sell	5,150 -100	-2%	-$10K	0.07%	234
2018 Q1	$523K	Hold	5,250	–	–	0.07%	228
2017 Q4	$528K	Buy	+5,250	New	+$529K	0.06%	225

Other funds holding HYS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthstreet Investment Advisors's HYS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2021, closing a stake of 5,900 shares — an estimated $585K sold.

Wealthstreet Investment Advisors first reported a position in HYS in Q4 2017 and held it in 14 quarters. The position peaked at $585K in Q1 2021. 249 funds tracked by Wall St. Rank hold HYS as of Q2 2021.

Wealthstreet Investment Advisors 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.
Wealthstreet Investment Advisors sold 5,900 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $585K.
Wealthstreet Investment Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $585K in Q1 2021.
249 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 Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.