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Ishares Tr shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $629k 21k 30.37
2025-06-30 $580k 19k 30.61
2025-03-31 $641k 20k 31.45
2024-12-31 $656k 21k 31.77
2024-09-30 $852k 26k 32.82