Dogwood Wealth Management LLC SHYG — ISHARES TR

Ownership history in Dogwood Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Dogwood Wealth Management LLC reported ISHARES TR (SHYG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows SHYG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dogwood Wealth Management LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHYG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHYG stock page Dogwood Wealth Management LLC fund profile Dogwood Wealth Management LLC full holdings
How Dogwood Wealth Management LLC held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 232 +63 +37.3% 0.00% $10K 2026-07-06 $42.28
2026 Q1 ADDED — — — 169 +138 +445.2% 0.00% $7K 2026-05-12 $41.90
2025 Q4 ADDED — — — 31 +22 +244.4% 0.00% $1K 2026-02-04 $41.54
2025 Q3 UNCHANGED — — — 9 — 0% 0.00% $390 2025-11-12 $40.92
2025 Q2 INITIATED — — — 9 — — 0.00% $385 2025-07-18 $40.07

🏢 Other funds also holding SHYG

As of 2026 Q2 — sorted by position size

Freestate Advisors LLC 3Y 7Y 8.4% KITCHING PARTNERS, LLC 8.35% S&A Financial Services, Inc. 7.26% FORONJY FINANCIAL LLC 4.72% Alexis Investment Partners, LLC 4.24% Livet Wealth, LLC 4.12% Japan Science & Technology Agency 3Y 3.57% Matthew Goff Investment Advisor, LLC 3Y 7Y 3.45% Powers Advisory Group, LLC 3Y 3.34% Peak Financial Management, Inc. 3Y 7Y 2.64%

FAQ About Dogwood Wealth Management LLC and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dogwood Wealth Management LLC reported owning SHYG?

Dogwood Wealth Management LLC reported SHYG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SHYG position in Dogwood Wealth Management LLC's portfolio?

The largest reported portfolio weight for SHYG was 0.00% in 2026 Q2.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 232 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this SHYG ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dogwood Wealth Management LLC time their SHYG position?

Based on 13F filing dates vs. subsequent SHYG price moves, Dogwood Wealth Management LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SHYG relative to SPY over the holding period was -13.2%.

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