CWA
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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
2026
Q1 		$15M Buy
351,766
+5,078
+1% +$217K 6.56% 3
2025
Q4 		$14.9M Buy
346,688
+22,583
+7% +$969K 6.89% 3
2025
Q3 		$13.9M Buy
324,105
+71,555
+28% +$3.08M 6.85% 5
2025
Q2 		$10.8M Sell
252,550
-47,338
-16% -$2M 6.13% 6
2025
Q1 		$12.5M Buy
299,888
+32,107
+12% +$1.38M 8.63% 3
2024
Q4 		$11.4M Buy
267,781
+34,014
+15% +$1.46M 7.72% 2
2024
Q3 		$10.2M Sell
233,767
-1,943
-0.8% -$83K 7.25% 2
2024
Q2 		$10M Buy
235,710
+42,460
+22% +$1.79M 7.42% 2
2024
Q1 		$8.1M Buy
+193,250
New +$8.18M 6.88% 3

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return