Cascade Financial Partners, LLC Ishares 0 5 Year High Yield CO Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 58,838 shares of SHYG stock, worth $2.51 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

58,838

Previous 51,821 13.54%

Holding current value

$2.51 Million

Previous $2.24 Billion 13.96%

% of portfolio

0.29%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$42.75 - $43.37 $299,976 - $304,327	7,017 Added 13.54%	58,838 $2.55 Billion
Q2 2025 Aug 07, 2025	BUY	$40.82 - $43.14 $242,919 - $256,726	5,951 Added 12.97%	51,821 $2.24 Billion
Q1 2025 May 13, 2025	BUY	$42.38 - $43.28 $930,876 - $950,645	21,965 Added 91.88%	45,870 $1.95 Billion
Q4 2024 Feb 07, 2025	BUY	$42.33 - $43.3 $482,350 - $493,403	11,395 Added 91.09%	23,905 $1.02 Billion
Q3 2024 Oct 24, 2024	BUY	$41.95 - $43.42 $209,330 - $216,665	4,990 Added 66.36%	12,510 $538 Million

Q2 2024 Jul 31, 2024	SELL	$41.64 - $42.32 $173,513 - $176,347	-4,167 Reduced 35.66%	7,520 $317 Million
Q1 2024 May 14, 2024	BUY	$41.98 - $42.63 $490,620 - $498,216	11,687 New	11,687 $490 Million

Others Institutions Holding SHYG

# of Institutions

616

Shares Held

140M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Cascade Financial Partners, LLC Ishares 0 5 Year High Yield CO Transaction History