Dogwood Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.5K | Hold |
653
| – | – | 0.03% | 112 |
|
2025
Q1 | $61.2K | Sell |
653
-62
| -9% | -$5.81K | 0.03% | 111 |
|
2024
Q4 | $67K | Sell |
715
-722
| -50% | -$67.6K | 0.04% | 109 |
|
2024
Q3 | $137K | Buy |
1,437
+120
| +9% | +$11.5K | 0.08% | 91 |
|
2024
Q2 | $122K | Sell |
1,317
-130
| -9% | -$12.1K | 0.08% | 94 |
|
2024
Q1 | $135K | Sell |
1,447
-611
| -30% | -$57.1K | 0.09% | 88 |
|
2023
Q4 | $192K | Buy |
+2,058
| New | +$192K | 0.15% | 80 |
|