Summit Financial »

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

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

Historical chart of Summit Financial 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 4.7k 42.55

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Growth Etf Etf (VUG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Meta Platforms Common Stock (META)

View all positions for Summit Financial

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

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

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