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Ishares Tr 0-5yr hi yl cp shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios 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 Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 83k 43.42
2024-06-30 $3.4M 80k 42.20
2024-03-31 $471k 11k 42.55
2023-12-31 $354k 8.4k 42.22
2023-09-30 $276k 6.7k 41.03
2023-06-30 $217k 5.2k 41.45
2021-12-31 $461k 10k 45.28
2021-09-30 $479k 11k 45.66
2021-06-30 $468k 10k 46.02
2021-03-31 $416k 9.1k 45.71
2020-12-31 $9.0k 203 44.34
2020-09-30 $8.4k 190 44.14
2020-06-30 $6.0k 138 43.28
2020-03-31 $5.4k 132 40.87
2019-12-31 $9.1k 196 46.67