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

Cascade Wealth 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
2025 Q2	$10.8M	Sell
2025 Q1	$12.5M	Buy
2024 Q4	$11.4M	Buy
2024 Q3	$10.2M	Sell
2024 Q2	$10M	Buy
2024 Q1	$8.1M	Buy