Wescott Financial Advisory Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Wescott Financial Advisory Group’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 Q2	–	Sell	-6,828	Closed	-$657K	–	134
2022 Q1	$657K	Buy	+6,828	New	+$660K	0.17%	70

Other funds holding HYS

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wescott Financial Advisory Group's HYS Position: Q2 2022 in Review

Wescott Financial Advisory Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2022, closing a stake of 6,828 shares — an estimated $657K sold.

Wescott Financial Advisory Group first reported a position in HYS in Q1 2022 and held it in 1 quarter. The position peaked at $657K in Q1 2022. 218 funds tracked by Wall St. Rank hold HYS as of Q2 2022.

Wescott Financial Advisory Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Wescott Financial Advisory Group sold 6,828 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2022, an estimated $657K.
Wescott Financial Advisory Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
Wescott Financial Advisory Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $657K in Q1 2022.
218 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2022, filed 28 Jul 2022.