ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,933 Value ($000) $340 Avg Close Range
Q3 2025
Shares 7,752 Value ($000) $336 Avg Close Range
Q2 2025
Shares 7,621 Value ($000) $329 Avg Close Range
Q1 2025
Shares 7,483 Value ($000) $318 Avg Close Range
Q4 2024
Shares 6,445 Value ($000) $275 Avg Close Range
Q3 2024
Shares 5,301 Value ($000) $230 Avg Close Range
Q2 2024
Shares 5,159 Value ($000) $218 Avg Close Range
Q1 2024
Shares 5,703 Value ($000) $243 Avg Close Range
Q4 2023
Shares 6,002 Value ($000) $253 Avg Close Range
Q3 2023
Shares 6,922 Value ($000) $284 Avg Close Range
Q2 2023
Shares 12,531 Value ($000) $519 Avg Close Range
Q1 2023
Shares 11,527 Value ($000) $480 Avg Close Range
Q4 2022
Shares 12,004 Value ($000) $491 Avg Close Range
Q3 2022
Shares 13,028 Value ($000) $520 Avg Close Range
Q2 2022
Shares 14,230 Value ($000) $577 Avg Close Range
Q1 2022
Shares 18,500 Value ($000) $813 Avg Close Range
Q4 2021
Shares 19,715 Value ($000) $893 Avg Close Range
Q3 2021
Shares 11,962 Value ($000) $547 Avg Close Range
Q2 2021
Shares 8,670 Value ($000) $399 Avg Close Range
Q1 2021
Shares 6,124 Value ($000) $281 Avg Close Range