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 Q3	–	Sell	-161	Closed	-$15K	–	1708
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

CX Institutional's HYS Position: Q3 2026 in Review

CX Institutional sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2026, closing a stake of 161 shares — an estimated $15K sold.

CX Institutional first reported a position in HYS in Q3 2025 and held it in 4 quarters. The position peaked at $185K in Q3 2025. 51 funds tracked by Wall St. Rank hold HYS as of Q3 2026.

CX Institutional reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 161 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2026, an estimated $15K.
CX Institutional first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2025 and held it in 4 quarters.
CX Institutional's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $185K in Q3 2025.
51 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.