Cascade Wealth Advisors, Inc Ishares 0 5 Year High Yield CO Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 299,888 shares of SHYG stock, worth $12.8 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares
299,888
Previous 267,781 11.99%
Holding current value
$12.8 Million
Previous $11.4 Billion 9.39%
% of portfolio
8.63%
Previous 7.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$42.38 - $43.28 $1.36 Million - $1.39 Million
32,107 Added 11.99%
299,888 $12.5 Billion
Q4 2024

Feb 05, 2025
BUY
$42.33 - $43.3 $1.44 Million - $1.47 Million
34,014 Added 14.55%
267,781 $11.4 Billion
Q3 2024

Oct 15, 2024
SELL
$41.95 - $43.42 $81,508 - $84,365
-1,943 Reduced 0.82%
233,767 $10.2 Billion
Q2 2024

Jul 26, 2024
BUY
$41.64 - $42.32 $1.77 Million - $1.8 Million
42,460 Added 21.97%
235,710 $10 Billion
Q1 2024

Apr 15, 2024
BUY
$41.98 - $42.63 $8.11 Million - $8.24 Million
193,250 New
193,250 $8.1 Billion

Others Institutions Holding SHYG

# of Institutions
588
Shares Held
125M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email