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

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

Historical chart of Ascent Advisors 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 Ascent 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 Ascent Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 6.2k 42.19

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View all positions for Ascent Advisors

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Morgan Stanley
Japan Science & Technology Agency
BlackRock
LPL Financial
Wealthfront Advisers
Nepc
Bank of America Corporation
Bramshill Investments
Mercer Global Advisors
Commonwealth Equity Services
Envestnet Asset Management
Nomura Asset Management

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