Canvas Wealth Advisors, LLC SHYG ISHARES TR

Ownership history in Canvas Wealth Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Canvas Wealth Advisors, LLC reported ISHARES TR (SHYG) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.33% in 2024 Q1. The latest visible filing shows SHYG at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canvas Wealth Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHYG was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Canvas Wealth Advisors, LLC held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 34,663 +108 +0.3% 0.21% $1.5M 2026-07-10 $42.22
2026 Q1 ADDED 34,555 +2,213 +6.8% 0.25% $1.5M 2026-04-28 $41.91
2025 Q4 REDUCED 32,342 -810 -2.4% 0.24% $1.4M 2026-01-12 $41.58
2025 Q3 ADDED 33,152 +164 +0.5% 0.26% $1.4M 2025-11-05 $40.81
2025 Q2 ADDED 32,988 +4,467 +15.7% 0.28% $1.4M 2025-07-30 $40.12
2025 Q1 REDUCED 6.1% +3.3% 28,521 -1,868 -6.1% 0.31% $1.2M 2025-04-24 $38.81
2024 Q4 ADDED 30,389 +4,356 +16.7% 0.33% $1.3M 2025-01-28 $38.89
2024 Q3 ADDED 26,033 +1,703 +7.0% 0.31% $1.1M 2024-10-15 $38.10
2024 Q2 ADDED 24,330 +650 +2.7% 0.32% $1.0M 2024-08-01 $37.05
2024 Q1 ADDED 23,680 +6,720 +39.6% 0.33% $987K 2024-04-23 $35.97
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Canvas Wealth Advisors, LLC and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Canvas Wealth Advisors, LLC reported owning SHYG?

Canvas Wealth Advisors, LLC reported SHYG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SHYG position in Canvas Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SHYG was 0.33% in 2024 Q1.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2026 Q2, when Canvas Wealth Advisors, LLC reported 34,663 shares, equal to 0.21% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SHYG ownership page compare?

The chart compares Canvas Wealth Advisors, LLC's quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Canvas Wealth Advisors, LLC time their SHYG position?

Based on 13F filing dates vs. subsequent SHYG price moves, Canvas Wealth Advisors, LLC correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on SHYG relative to SPY over the holding period was -11.7%.

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