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Ishares Tr 0-5yr hi yl cp shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 9.7k 43.30
2022-12-31 $220k 5.4k 40.97
2022-06-30 $67M 1.6M 40.55
2021-12-31 $68M 1.5M 45.30
2021-09-30 $69M 1.5M 45.70
2021-06-30 $67M 1.4M 46.06

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
McDonald's Corporation (MCD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Lockheed Martin Corporation (LMT)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)

View all positions for Chas. P. Smith & Associates, PA, CPA's

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
Morgan Stanley
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department

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