Northwest Capital Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Northwest Capital Management’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
2025 Q3	–	Sell	-108	Closed	-$10.3K	–	293
2025 Q2	$10.3K	Buy	108 +1	+0.9%	+$93	0.01%	269
2025 Q1	$10K	Sell	107 -5	-4%	-$472	﹤0.01%	317
2024 Q4	$10.5K	Sell	112 -1,451	-93%	-$137K	﹤0.01%	307
2024 Q3	$149K	Hold	1,563	–	–	0.05%	125
2024 Q2	$145K	Sell	1,563 -3,151	-67%	-$291K	0.05%	124
2024 Q1	$441K	Hold	4,714	–	–	0.14%	80
2023 Q4	$439K	Hold	4,714	–	–	0.15%	76
2023 Q3	$426K	Buy	4,714 +4,612	+4,522%	+$419K	0.16%	68
2023 Q2	$9.3K	Buy	+102	New	+$9.22K	﹤0.01%	382

Other funds holding HYS

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Northwest Capital Management's HYS Position: Q3 2025 in Review

Northwest Capital Management sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2025, closing a stake of 108 shares — an estimated $10.3K sold.

Northwest Capital Management first reported a position in HYS in Q2 2023 and held it in 9 quarters. The position peaked at $441K in Q1 2024. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

Northwest Capital Management reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Northwest Capital Management sold 108 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $10.3K.
Northwest Capital Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and held it in 9 quarters.
Northwest Capital Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $441K in Q1 2024.
235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.