Ishares Tr 0-5yr hi yl cp shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 7.8k | 43.30 |
| 2025-06-30 | $329k | 7.6k | 43.14 |
| 2025-03-31 | $318k | 7.5k | 42.52 |
| 2024-12-31 | $275k | 6.4k | 42.61 |
| 2024-09-30 | $230k | 5.3k | 43.42 |
| 2024-06-30 | $218k | 5.2k | 42.20 |
| 2024-03-31 | $243k | 5.7k | 42.55 |
| 2023-12-31 | $253k | 6.0k | 42.22 |
| 2023-09-30 | $284k | 6.9k | 41.03 |
| 2023-06-30 | $519k | 13k | 41.45 |
| 2023-03-31 | $480k | 12k | 41.68 |
| 2022-12-31 | $491k | 12k | 40.89 |
| 2022-09-30 | $520k | 13k | 39.91 |
| 2022-06-30 | $577k | 14k | 40.55 |
| 2022-03-31 | $813k | 19k | 43.95 |
| 2021-12-31 | $893k | 20k | 45.30 |
| 2021-09-30 | $547k | 12k | 45.73 |
| 2021-06-30 | $399k | 8.7k | 46.02 |
| 2021-03-31 | $281k | 6.1k | 45.89 |
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