Ishares Tr 0-5yr hi yl cp shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Ishares Tr 0-5yr hi yl cp
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 7.2k | 43.30 |
| 2025-06-30 | $351k | 8.1k | 43.14 |
| 2025-03-31 | $350k | 8.2k | 42.52 |
| 2024-12-31 | $408k | 9.6k | 42.61 |
| 2024-09-30 | $493k | 11k | 43.42 |
| 2024-06-30 | $478k | 11k | 42.20 |
| 2024-03-31 | $474k | 11k | 42.55 |
| 2023-12-31 | $468k | 11k | 42.22 |
| 2023-09-30 | $440k | 11k | 41.03 |
| 2023-06-30 | $432k | 10k | 41.45 |
| 2023-03-31 | $357k | 8.6k | 41.68 |
| 2022-12-31 | $329k | 8.0k | 40.89 |
| 2021-12-31 | $259k | 5.7k | 45.30 |
| 2021-09-30 | $210k | 4.6k | 45.59 |
| 2021-03-31 | $201k | 4.4k | 45.83 |
| 2020-12-31 | $327k | 7.2k | 45.32 |