Institutional & Family Asset Management, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$87.19 - $96.48 $8,631 - $9,551	-99 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$93.49 - $98.3 $4,020 - $4,226	43 Added 76.79%	99 $10,000
Q2 2020 Aug 14, 2020	BUY	$83.1 - $93.82 $4,653 - $5,253	56 New	56 $5,000

Others Institutions Holding HYS

# of Institutions

258

Shares Held

8.23M

Call Options Held

Put Options Held

Assetmark, Inc

666K
Shares

$63.5 Million
0.17% of portfolio
Morgan Stanley New York, NY

651K
Shares

$62.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

568K
Shares

$54.2 Million
0.02% of portfolio
Ubs Group Ag

340K
Shares

$32.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

309K
Shares

$29.5 Million
0.06% of portfolio

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About PIMCO ETF TR 1-5 YR HIGH YIELD

Ticker HYS
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