Cascade Financial Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
51,821
+5,951
| +13% | +$257K | 0.27% | 71 |
|
|
2025
Q1 | $1.95M | Buy |
45,870
+21,965
| +92% | +$934K | 0.25% | 75 |
|
|
2024
Q4 | $1.02M | Buy |
23,905
+11,395
| +91% | +$486K | 0.13% | 97 |
|
|
2024
Q3 | $538K | Buy |
12,510
+4,990
| +66% | +$215K | 0.07% | 137 |
|
|
2024
Q2 | $317K | Sell |
7,520
-4,167
| -36% | -$176K | 0.04% | 172 |
|
|
2024
Q1 | $490K | Buy |
+11,687
| New | +$490K | 0.07% | 136 |
|