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

Dogwood Wealth 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
2026 Q2	$45.8K	Buy	490 +81	+20%	+$7.57K	0.02%	165
2026 Q1	$38.1K	Sell	409 -228	-36%	-$21.5K	0.02%	171
2025 Q4	$60.4K	Sell	637 -16	-2%	-$1.52K	0.03%	120
2025 Q3	$62.5K	Hold	653	–	–	0.03%	114
2025 Q2	$61.5K	Hold	653	–	–	0.03%	112
2025 Q1	$61.2K	Sell	653 -62	-9%	-$5.86K	0.03%	111
2024 Q4	$67K	Sell	715 -722	-50%	-$68.3K	0.04%	109
2024 Q3	$137K	Buy	1,437 +120	+9%	+$11.3K	0.08%	91
2024 Q2	$122K	Sell	1,317 -130	-9%	-$12K	0.08%	94
2024 Q1	$135K	Sell	1,447 -611	-30%	-$56.9K	0.09%	88
2023 Q4	$192K	Buy	+2,058	New	+$187K	0.15%	80

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

Dogwood Wealth Management's HYS Position: Q2 2026 in Review

Dogwood Wealth Management increased its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 20% in Q2 2026, buying an estimated $7.57K and bringing the position to 490 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #165.

Dogwood Wealth Management first reported a position in HYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q4 2023. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Dogwood Wealth Management held 490 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $45.8K as of Q2 2026.
Dogwood Wealth Management bought 81 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $7.57K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #165 holding.
Dogwood Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $192K in Q4 2023.
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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.