Cascade Wealth Advisors’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 | $10.8M | Sell |
252,550
-47,338
| -16% | -$2.03M | 6.13% | 6 |
|
|
2025
Q1 | $12.5M | Buy |
299,888
+32,107
| +12% | +$1.34M | 8.63% | 3 |
|
|
2024
Q4 | $11.4M | Buy |
267,781
+34,014
| +15% | +$1.45M | 7.72% | 2 |
|
|
2024
Q3 | $10.2M | Sell |
233,767
-1,943
| -0.8% | -$84.4K | 7.25% | 2 |
|
|
2024
Q2 | $10M | Buy |
235,710
+42,460
| +22% | +$1.81M | 7.42% | 2 |
|
|
2024
Q1 | $8.1M | Buy |
+193,250
| New | +$8.1M | 6.88% | 3 |
|