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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
Q3 		$8.23M Buy
199,413
+71,982
+56% +$3.03M 1.76% 17
2026
Q2 		$5.4M Buy
127,431
+11,976
+10% +$508K 1.11% 24
2026
Q1 		$4.88M Buy
115,455
+86,174
+294% +$3.68M 1.26% 21
2025
Q4 		$1.26M Buy
29,281
+14,704
+101% +$631K 0.32% 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 0.15% 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 0.12% 95
2024
Q2 		$386K Sell
9,149
-98
-1% -$4.13K 0.15% 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 0.15% 69
2023
Q2 		$342K Buy
8,240
+96
+1% +$3.96K 0.2% 77
2023
Q1 		$339K Buy
8,144
+58
+0.7% +$2.4K 0.16% 80
2022
Q4 		$331K Buy
8,086
+108
+1% +$4.42K 0.16% 79
2022
Q3 		$319K Sell
7,978
-62,289
-89% -$2.58M 0.18% 68
2022
Q2 		$2.85M Sell
70,267
-3,677
-5% -$156K 1.61% 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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Cadent Capital Advisors's SHYG Position: Q3 2026 in Review

Cadent Capital Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 56% in Q3 2026, buying an estimated $3.03M and bringing the position to 199,413 shares worth $8.23M. The position accounts for 1.76% of the portfolio, ranked #17.

Cadent Capital Advisors first reported a position in SHYG in Q4 2020 and has held it in 24 quarters since. 50 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Cadent Capital Advisors held 199,413 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.23M as of Q3 2026.
  • Cadent Capital Advisors bought 71,982 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $3.03M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.76% of Cadent Capital Advisors's portfolio in Q3 2026, its #17 holding.
  • Cadent Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.