Ishares Tr 0-5yr hi yl cp shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Ishares Tr 0-5yr hi yl cp
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All positions including Ishares Tr 0-5yr hi yl cp held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 54k | 43.28 |
| 2025-06-30 | $2.1M | 49k | 43.14 |
| 2025-03-31 | $2.0M | 47k | 42.51 |
| 2024-12-31 | $1.8M | 42k | 42.63 |
| 2024-09-30 | $1.7M | 40k | 43.40 |
| 2024-03-31 | $1.6M | 37k | 42.55 |
| 2023-12-31 | $1.2M | 29k | 42.22 |
| 2023-06-30 | $1.4M | 33k | 41.45 |
| 2023-03-31 | $1.4B | 34k | 41679.53 |
| 2022-12-31 | $1.7B | 41k | 40890.41 |
| 2022-09-30 | $1.1M | 27k | 39.96 |
| 2022-06-30 | $1.0M | 25k | 40.56 |
| 2022-03-31 | $1.2M | 28k | 43.97 |
| 2021-12-31 | $1.3M | 29k | 45.28 |
| 2021-09-30 | $1.4M | 30k | 45.70 |
| 2021-06-30 | $665k | 25k | 27.17 |
| 2021-03-31 | $820k | 18k | 45.80 |
| 2020-12-31 | $743k | 16k | 45.40 |
| 2020-09-30 | $778k | 18k | 43.83 |
| 2020-06-30 | $569k | 13k | 42.88 |
| 2020-03-31 | $611k | 15k | 40.85 |
| 2019-12-31 | $563k | 12k | 46.46 |
| 2019-09-30 | $620k | 13k | 46.53 |
| 2019-06-30 | $583k | 13k | 46.66 |
| 2019-03-31 | $510k | 11k | 46.68 |
| 2018-12-31 | $448k | 10k | 44.57 |
| 2018-09-30 | $521k | 11k | 47.09 |
| 2018-06-30 | $441k | 9.5k | 46.57 |
| 2018-03-31 | $428k | 9.2k | 46.78 |