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Ishares Tr 0-5yr hi yl cp shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5k 129 42.55
2023-12-31 $5.4k 129 42.22
2023-09-30 $20k 477 41.03
2023-06-30 $12k 280 41.45

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

Royal Bank of Canada
Empower Advisory Group
Bramshill Investments
Assetmark
Financial Gravity Wealth
Grimes & Company
State of New Jersey Common Pension Fund D
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Townsquare Capital
Wealthfront Advisers
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation

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