Ishares Tr 0-5yr hi yl cp shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors 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 Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $67k | 1.6k | 41.03 |
2023-06-30 | $68k | 1.6k | 41.45 |
2023-03-31 | $2.9M | 69k | 41.68 |
2022-12-31 | $2.9M | 70k | 40.89 |
2022-09-30 | $3.3M | 83k | 39.93 |
2022-06-30 | $4.1M | 101k | 40.55 |
2022-03-31 | $6.2M | 142k | 43.96 |
2021-12-31 | $6.3M | 138k | 45.30 |
2021-09-30 | $6.3M | 137k | 45.70 |
2021-06-30 | $6.1M | 132k | 46.06 |