Cascadia Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$258K	Sell	5,655 -1,287	-19%	-$58.9K	0.05%	220
2021 Q2	$320K	Buy	+6,942	New	+$318K	0.07%	196
2020 Q3	$1.08M	Buy	24,546 +2,891	+13%	+$127K	0.3%	96
2020 Q2	$929K	Buy	+21,655	New	+$915K	0.28%	94
2019 Q4	$894K	Buy	+19,247	New	+$889K	0.25%	105

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cascadia Advisory Services's SHYG Position: Q3 2021 in Review

Cascadia Advisory Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q3 2021, selling an estimated $58.9K and leaving 5,655 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #220.

Cascadia Advisory Services first reported a position in SHYG in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2020. 413 funds tracked by Wall St. Rank hold SHYG as of Q3 2021.

Cascadia Advisory Services held 5,655 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $258K as of Q3 2021.
Cascadia Advisory Services sold 1,287 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2021, an estimated $58.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #220 holding.
Cascadia Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 5 quarters since.
Cascadia Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.08M in Q3 2020.
413 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.