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Ishares Tr 0-5yr hi yl cp shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners investment in Ishares Tr 0-5yr hi yl cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $868k 20k 42.55
2023-12-31 $575k 14k 42.22
2022-12-31 $206k 5.0k 40.89

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

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