David Kennon »

Ishares Tr 0-5yr hi yl cp shares owned by David Kennon

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

Historical chart of David Kennon 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 David Kennon 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 David Kennon

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 110k 42.22
2023-09-30 $8.2M 199k 41.03
2023-06-30 $8.2M 198k 41.45
2023-03-31 $8.3M 200k 41.68

More positions owned by David Kennon

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
RBB Us Trsry 6 Mnth (XBIL)
Fidelity Covington Trust Int Hg Div Etf (FIDI)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Broad Usd High (USHY)

View all positions for David Kennon

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

Royal Bank of Canada
Empower Advisory Group
Financial Gravity Wealth
Grimes & Company
Commonwealth Equity Services
Assetmark
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Wright Fund Managment
Bank of America Corporation
Mercer Global Advisors
Pathstone Holdings
Wells Fargo & Company
RiverFront Investment Group

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