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

Cascade Wealth Advisors's SHYG Position: Q2 2026 in Review

Cascade Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.3% in Q2 2026, buying an estimated $488K and bringing the position to 363,259 shares worth $15.3M. The position accounts for 6.15% of the portfolio, ranked #3.

Cascade Wealth Advisors first reported a position in SHYG in Q1 2024 and has held it in 10 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

• Cascade Wealth Advisors held 363,259 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $15.3M as of Q2 2026.
• Cascade Wealth Advisors bought 11,493 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $488K.
• iShares 0-5 Year High Yield Corporate Bond ETF made up 6.15% of Cascade Wealth Advisors's portfolio in Q2 2026, its #3 holding.
• Cascade Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
• 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.