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Ishares Tr 0-5yr hi yl cp shares owned by Bakala Capital Management

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

Historical chart of Bakala Capital 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 Bakala Capital 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 Bakala Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 24k 42.20
2024-03-31 $841k 20k 42.55
2023-12-31 $386k 9.1k 42.22

More positions owned by Bakala Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bakala Capital Management

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

Royal Bank of Canada
Bramshill Investments
Empower Advisory Group
Assetmark
Japan Science & Technology Agency
State of New Jersey Common Pension Fund D
Grimes & Company
Commonwealth Equity Services
BlackRock
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Wealthfront Advisers
Wright Fund Managment
Nepc

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