Ishares Tr 0-5yr hi yl cp shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $513k | 12k | 43.00 |
| 2025-09-30 | $1.0M | 24k | 43.30 |
| 2025-06-30 | $133k | 3.1k | 43.14 |
| 2025-03-31 | $262k | 6.2k | 42.52 |
| 2024-12-31 | $599k | 14k | 42.61 |
| 2024-09-30 | $660k | 15k | 43.42 |
| 2024-06-30 | $729k | 17k | 42.20 |
| 2024-03-31 | $918k | 22k | 42.55 |
| 2023-12-31 | $25M | 590k | 42.47 |
| 2023-09-30 | $35M | 841k | 41.03 |
| 2023-06-30 | $36M | 860k | 41.45 |
| 2023-03-31 | $36M | 860k | 41.68 |
| 2022-12-31 | $53M | 1.3M | 40.89 |
| 2022-09-30 | $33M | 816k | 39.94 |
| 2022-06-30 | $31M | 766k | 40.55 |
| 2022-03-31 | $34M | 773k | 43.96 |
| 2021-12-31 | $25M | 554k | 45.30 |
| 2021-09-30 | $13M | 273k | 45.70 |
| 2021-06-30 | $11M | 238k | 46.06 |
| 2021-03-31 | $8.1M | 176k | 45.81 |
| 2020-12-31 | $13M | 288k | 45.44 |
| 2020-09-30 | $19M | 435k | 43.95 |
| 2020-06-30 | $7.7M | 179k | 42.89 |
| 2020-03-31 | $3.9M | 97k | 40.87 |
| 2019-12-31 | $2.1M | 46k | 46.44 |
| 2019-09-30 | $220k | 4.7k | 46.52 |
| 2018-09-30 | $378k | 8.0k | 47.03 |
| 2018-06-30 | $344k | 7.4k | 46.56 |
| 2018-03-31 | $284k | 6.1k | 46.78 |
| 2017-12-31 | $262k | 5.6k | 47.09 |