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

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

North Dallas Bank & Trust Dallas, Texas $169M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return