CCA
SHYG icon

Cadent Capital Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cadent Capital Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.4M Buy
127,431
+11,976
+10% +$508K 1.12% 24
2026
Q1 		$4.88M Buy
115,455
+86,174
+294% +$3.68M 1.29% 21
2025
Q4 		$1.26M Buy
29,281
+14,704
+101% +$631K 0.33% 67
2025
Q3 		$631K Buy
14,577
+7,616
+109% +$328K 0.17% 100
2025
Q2 		$300K Sell
6,961
-3,113
-31% -$132K 0.1% 127
2025
Q1 		$428K Buy
10,074
+762
+8% +$32.7K 0.16% 86
2024
Q4 		$397K Buy
9,312
+60
+0.6% +$2.58K 0.14% 96
2024
Q3 		$402K Buy
9,252
+103
+1% +$4.4K 0.14% 95
2024
Q2 		$386K Sell
9,149
-98
-1% -$4.13K 0.16% 87
2024
Q1 		$393K Buy
9,247
+176
+2% +$7.45K 0.16% 74
2023
Q4 		$383K Buy
9,071
+130
+1% +$5.36K 0.19% 65
2023
Q3 		$367K Buy
8,941
+701
+9% +$29K 0.18% 69
2023
Q2 		$342K Buy
8,240
+96
+1% +$3.96K 0.21% 77
2023
Q1 		$339K Buy
8,144
+58
+0.7% +$2.4K 0.2% 80
2022
Q4 		$331K Buy
8,086
+108
+1% +$4.42K 0.2% 79
2022
Q3 		$319K Sell
7,978
-62,289
-89% -$2.58M 0.19% 68
2022
Q2 		$2.85M Sell
70,267
-3,677
-5% -$156K 1.67% 22
2022
Q1 		$3.25M Sell
73,944
-49,503
-40% -$2.19M 1.48% 26
2021
Q4 		$5.59M Buy
123,447
+8,840
+8% +$401K 2.47% 14
2021
Q3 		$5.24M Buy
114,607
+7,936
+7% +$363K 2.33% 13
2021
Q2 		$4.91M Buy
106,671
+16,766
+19% +$768K 2.04% 15
2021
Q1 		$4.12M Buy
89,905
+64,575
+255% +$2.94M 1.83% 21
2020
Q4 		$1.15M Buy
+25,330
New +$1.13M 0.57% 39

Other funds holding SHYG

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return