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Ishares Tr 0-5yr hi yl cp shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.1M 26k 42.52

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department
Nomura Asset Management

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