Atomi Financial Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Atomi Financial Group’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	$822K	Buy	8,784 +106	+1%	+$9.91K	0.02%	551
2026 Q1	$809K	Buy	8,678 +341	+4%	+$32.2K	0.02%	507
2025 Q4	$791K	Buy	8,337 +3,876	+87%	+$368K	0.02%	494
2025 Q3	$427K	Buy	4,461 +2,240	+101%	+$213K	0.01%	713
2025 Q2	$211K	Sell	2,221 -2	-0.1%	-$186	0.01%	1019
2025 Q1	$208K	Buy	+2,223	New	+$210K	0.01%	958
2023 Q4	–	Sell	-5,568	Closed	-$503K	–	611
2023 Q3	$503K	Buy	5,568 +3,035	+120%	+$276K	0.17%	151
2023 Q2	$231K	Buy	+2,533	New	+$229K	0.11%	224

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Atomi Financial Group's HYS Position: Q2 2026 in Review

Atomi Financial Group increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 1.2% in Q2 2026, buying an estimated $9.91K and bringing the position to 8,784 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #551.

Atomi Financial Group first reported a position in HYS in Q2 2023 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Atomi Financial Group held 8,784 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $822K as of Q2 2026.
Atomi Financial Group bought 106 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $9.91K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #551 holding.
Atomi Financial Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2023 and has held it in 8 quarters since.
264 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.