Ishares Tr 0-5yr hi yl cp shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in Ishares Tr 0-5yr hi yl cp
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All positions including Ishares Tr 0-5yr hi yl cp held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.3M | 171k | 42.55 |
| 2023-12-31 | $7.3M | 172k | 42.22 |
| 2023-09-30 | $10M | 253k | 41.03 |
| 2023-06-30 | $11M | 267k | 41.19 |
| 2023-03-31 | $12M | 279k | 41.68 |
| 2022-12-31 | $15M | 355k | 40.89 |
| 2022-09-30 | $17M | 432k | 39.94 |
| 2022-06-30 | $18M | 445k | 40.55 |
| 2022-03-31 | $21M | 468k | 43.96 |
| 2021-12-31 | $23M | 501k | 45.30 |
| 2021-09-30 | $22M | 477k | 45.70 |
| 2021-06-30 | $21M | 453k | 46.06 |
| 2021-03-31 | $15M | 325k | 45.81 |
| 2020-12-31 | $8.6M | 189k | 45.44 |
| 2020-09-30 | $8.0M | 183k | 43.95 |
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