Cascade Financial Partners »

Ishares Tr 0-5yr hi yl cp shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Ishares Tr 0-5yr hi yl cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $538k 13k 43.04
2024-06-30 $317k 7.5k 42.20

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Assetmark
Grimes & Company
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon
Wright Fund Managment
Nepc
LPL Financial

View all funds holding Ishares Tr 0-5yr hi yl cp