Cascade Wealth Advisors, Inc SHYG Holdings History
Cascade Wealth Advisors, Inc's iShares 0-5 Year High Yield Corporate Bond ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 299,888.00 shares of iShares 0-5 Year High Yield Corporate Bond ETF(SHYG), totaling $12.48 Mil. This investment constitutes 8.63% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.21% of the outstanding iShares 0-5 Year High Yield Corporate Bond ETF(SHYG) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 3 purchases of SHYG, at an average price of $42.43, for a total of 301,831.00 shares. In addition, there have been 1 sales at an average price of $42.73 for 1,943.00 shares. Based on historical transaction data and SHYG's current price of $42.97, Cascade Wealth Advisors, Inc's estimated gain on his SHYG holdings is $161,740.16, reflecting a 1.26% gain to date.
Cascade Wealth Advisors, Inc SHYG ($42.97) Holding Chart
Cascade Wealth Advisors, Inc SHYG ($42.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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