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Ishares Tr 0-5yr hi yl cp shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management 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 Angeles Wealth Management 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $51k 1.2k 43.14
2023-09-30 $86k 2.1k 41.03
2023-06-30 $87k 2.1k 41.45
2023-03-31 $80k 1.9k 41.68
2022-12-31 $29k 718 40.89
2022-09-30 $29k 718 40.39

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Jpn Etf New (EWJ)

View all positions for Angeles Wealth Management

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Wealthfront Advisers
Nepc
Mercer Global Advisors
State of Tennessee, Treasury Department
Nomura Asset Management
Arch Capital Group

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