Cedar Mountain Advisors’s PIMCO High Income Fund PHK Stock Holding History

Cedar Mountain Advisors’s Portfolio PHK Stock Details PHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,854	Closed	-$14.2K	–	795
2025 Q3	$14.2K	Hold	2,854	–	–	﹤0.01%	223
2025 Q2	$13.7K	Hold	2,854	–	–	﹤0.01%	191
2025 Q1	$14K	Hold	2,854	–	–	﹤0.01%	180
2024 Q4	$13.9K	Hold	2,854	–	–	﹤0.01%	185
2024 Q3	$14.3K	Hold	2,854	–	–	﹤0.01%	179
2024 Q2	$13.8K	Hold	2,854	–	–	﹤0.01%	170
2024 Q1	$14.1K	Hold	2,854	–	–	﹤0.01%	172
2023 Q4	$14.2K	Hold	2,854	–	–	﹤0.01%	156
2023 Q3	$12.6K	Hold	2,854	–	–	﹤0.01%	159
2023 Q2	$14.3K	Hold	2,854	–	–	﹤0.01%	141
2023 Q1	$13.6K	Hold	2,854	–	–	﹤0.01%	140
2022 Q4	$13.5K	Hold	2,854	–	–	﹤0.01%	137
2022 Q3	$13K	Hold	2,854	–	–	﹤0.01%	136
2022 Q2	$15K	Hold	2,854	–	–	0.01%	132
2022 Q1	$16K	Hold	2,854	–	–	﹤0.01%	142
2021 Q4	$18K	Hold	2,854	–	–	0.01%	140
2021 Q3	$18K	Hold	2,854	–	–	0.01%	129
2021 Q2	$20K	Hold	2,854	–	–	0.01%	115
2021 Q1	$19K	Hold	2,854	–	–	0.01%	130
2020 Q4	$17K	Hold	2,854	–	–	0.01%	133
2020 Q3	$16K	Hold	2,854	–	–	0.01%	124
2020 Q2	$15K	Hold	2,854	–	–	0.01%	122
2020 Q1	$14K	Buy	+2,854	New	+$19.4K	0.01%	106

Other funds holding PHK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cedar Mountain Advisors's PHK Position: Q4 2025 in Review

Cedar Mountain Advisors sold out of PIMCO High Income Fund (PHK) in Q4 2025, closing a stake of 2,854 shares — an estimated $14.2K sold.

Cedar Mountain Advisors first reported a position in PHK in Q1 2020 and held it in 23 quarters. The position peaked at $20K in Q2 2021. 127 funds tracked by Wall St. Rank hold PHK as of Q4 2025.

Cedar Mountain Advisors reported no remaining PIMCO High Income Fund position as of Q4 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 2,854 PIMCO High Income Fund shares in Q4 2025, an estimated $14.2K.
Cedar Mountain Advisors first reported a position in PIMCO High Income Fund in Q1 2020 and held it in 23 quarters.
Cedar Mountain Advisors's PIMCO High Income Fund position peaked at $20K in Q2 2021.
127 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2025.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.