Ishares Tr 0-5yr hi yl cp shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management 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 Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 378k | 43.30 |
| 2025-06-30 | $14M | 334k | 43.14 |
| 2023-09-30 | $410k | 10k | 41.03 |
| 2023-03-31 | $1.5M | 35k | 41.68 |
| 2022-12-31 | $1.2M | 30k | 40.89 |
| 2022-09-30 | $126k | 3.1k | 40.15 |
| 2022-06-30 | $485k | 12k | 40.57 |
| 2022-03-31 | $531k | 12k | 43.98 |
| 2021-12-31 | $525k | 12k | 45.24 |
| 2021-09-30 | $613k | 13k | 45.70 |
| 2021-06-30 | $601k | 13k | 46.07 |
| 2021-03-31 | $578k | 13k | 45.80 |
| 2020-12-31 | $907k | 20k | 45.39 |
| 2020-09-30 | $352k | 8.6k | 40.91 |
| 2020-06-30 | $555k | 13k | 42.91 |
| 2020-03-31 | $352k | 8.6k | 40.91 |
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