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

Zullo Investment 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
2023 Q1	–	Sell	-19	Closed	-$1.7K	–	398
2022 Q4	$1.7K	Hold	19	–	–	﹤0.01%	706
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	699
2022 Q2	$2K	Sell	19 -50	-72%	-$4.63K	﹤0.01%	723
2022 Q1	$7K	Sell	69 -300	-81%	-$29K	﹤0.01%	591
2021 Q4	$37K	Buy	+369	New	+$36.4K	0.02%	341

Other funds holding HYS

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zullo Investment Group's HYS Position: Q1 2023 in Review

Zullo Investment Group sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 19 shares — an estimated $1.7K sold.

Zullo Investment Group first reported a position in HYS in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Zullo Investment Group reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 19 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $1.7K.
Zullo Investment Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $37K in Q4 2021.
221 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.