Ishares Tr 0-5yr hi yl cp shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $221k | 5.4k | 41.03 |
| 2023-06-30 | $215k | 5.2k | 41.45 |
| 2023-03-31 | $212k | 5.1k | 41.68 |
| 2022-12-31 | $218k | 5.3k | 40.89 |
| 2022-09-30 | $229k | 5.8k | 39.77 |
| 2022-06-30 | $593k | 15k | 40.53 |
| 2022-03-31 | $643k | 15k | 43.95 |
| 2021-12-31 | $685k | 15k | 45.27 |
| 2021-09-30 | $696k | 16k | 43.85 |
| 2021-06-30 | $696k | 15k | 46.02 |
| 2021-03-31 | $672k | 15k | 45.76 |
| 2020-12-31 | $670k | 15k | 45.44 |
| 2020-09-30 | $645k | 15k | 43.92 |
| 2020-06-30 | $705k | 17k | 42.83 |
| 2020-03-31 | $581k | 14k | 40.80 |
| 2019-12-31 | $315k | 6.8k | 46.30 |
| 2019-09-30 | $316k | 6.8k | 46.44 |
| 2019-06-30 | $3.6M | 78k | 46.70 |
| 2019-03-31 | $3.6M | 77k | 46.71 |
| 2018-12-31 | $3.6M | 80k | 44.80 |
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