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
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $361k | 8.5k | 42.31 |
| 2024-03-31 | $68k | 1.6k | 42.55 |
| 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 |