Cascade Financial Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cascade Financial Partners’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 Q1	$8.78M	Buy	207,426 +52,548	+34%	+$2.24M	0.9%	22
2025 Q4	$6.64M	Buy	154,878 +96,040	+163%	+$4.12M	0.67%	28
2025 Q3	$2.55M	Buy	58,838 +7,017	+14%	+$302K	0.29%	69
2025 Q2	$2.24M	Buy	51,821 +5,951	+13%	+$252K	0.27%	71
2025 Q1	$1.95M	Buy	45,870 +21,965	+92%	+$942K	0.25%	75
2024 Q4	$1.02M	Buy	23,905 +11,395	+91%	+$490K	0.13%	97
2024 Q3	$538K	Buy	12,510 +4,990	+66%	+$213K	0.07%	137
2024 Q2	$317K	Sell	7,520 -4,167	-36%	-$175K	0.04%	172
2024 Q1	$490K	Buy	+11,687	New	+$495K	0.07%	136

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Financial Partners's SHYG Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 34% in Q1 2026, buying an estimated $2.24M and bringing the position to 207,426 shares worth $8.78M. The position accounts for 0.9% of the portfolio, ranked #22.

Cascade Financial Partners first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Cascade Financial Partners held 207,426 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.78M as of Q1 2026.
Cascade Financial Partners bought 52,548 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.24M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.9% of Cascade Financial Partners's portfolio in Q1 2026, its #22 holding.
Cascade Financial Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.