Ishares Tr 0-5yr hi yl cp shares owned by Endowment Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Endowment Wealth Management
from 13F filings
Historical chart of Endowment Wealth Management investment in Ishares Tr 0-5yr hi yl cp
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Endowment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 35k | 42.55 |
| 2023-12-31 | $1.4M | 34k | 42.22 |
| 2023-09-30 | $1.3M | 31k | 41.03 |
| 2023-06-30 | $1.0M | 25k | 41.45 |
| 2023-03-31 | $963k | 23k | 41.68 |
| 2022-12-31 | $697k | 17k | 40.89 |
| 2022-09-30 | $534k | 13k | 39.98 |
| 2022-06-30 | $486k | 12k | 40.56 |
| 2022-03-31 | $357k | 8.1k | 44.01 |
| 2021-12-31 | $277k | 6.1k | 45.25 |
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