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

Axos Invest’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 Q1	–	Sell	-2,654	Closed	-$252K	–	20
2025 Q4	$252K	Sell	2,654 -1,154	-30%	-$110K	0.19%	22
2025 Q3	$364K	Sell	3,808 -1,622	-30%	-$154K	0.27%	19
2025 Q2	$516K	Sell	5,430 -404	-7%	-$37.6K	0.39%	15
2025 Q1	$546K	Sell	5,834 -672	-10%	-$63.5K	0.42%	14
2024 Q4	$610K	Sell	6,506 -668	-9%	-$63.2K	0.44%	15
2024 Q3	$685K	Buy	+7,174	New	+$674K	0.47%	14

Other funds holding HYS

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

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

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

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

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

OIA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $94B AUM 20.14% 1-Year Est. Return

TPCW

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

Axos Invest's HYS Position: Q1 2026 in Review

Axos Invest sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2026, closing a stake of 2,654 shares — an estimated $252K sold.

Axos Invest first reported a position in HYS in Q3 2024 and held it in 6 quarters. The position peaked at $685K in Q3 2024. 244 funds tracked by Wall St. Rank hold HYS as of Q1 2026.

Axos Invest reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Axos Invest sold 2,654 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2026, an estimated $252K.
Axos Invest first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and held it in 6 quarters.
Axos Invest's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $685K in Q3 2024.
244 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2026.

Based on Axos Invest's 13F filing for Q1 2026, filed 12 May 2026.