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CX Institutional’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

CX Institutional’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
2026
Q2 		$15K Sell
161
-278
-63% -$26K ﹤0.01% 1233
2026
Q1 		$41K Sell
439
-77
-15% -$7.26K ﹤0.01% 1004
2025
Q4 		$49K Sell
516
-1,421
-73% -$135K ﹤0.01% 969
2025
Q3 		$185K Buy
+1,937
New +$184K 0.01% 710

Other funds holding HYS

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CX Institutional's HYS Position: Q2 2026 in Review

CX Institutional reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 63% in Q2 2026, selling an estimated $26K and leaving 161 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

CX Institutional first reported a position in HYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $185K in Q3 2025. 40 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • CX Institutional held 161 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $15K as of Q2 2026.
  • CX Institutional sold 278 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $26K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1233 holding.
  • CX Institutional first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $185K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.