Ishares Tr 0-5yr hi yl cp shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management 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 Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $573k | 14k | 42.22 |
| 2023-09-30 | $610k | 15k | 41.03 |
| 2023-06-30 | $611k | 15k | 41.45 |
| 2023-03-31 | $640k | 15k | 41.68 |
| 2022-12-31 | $4.7M | 114k | 40.89 |
| 2022-09-30 | $6.0M | 151k | 39.94 |
| 2022-06-30 | $5.2M | 128k | 40.55 |
| 2022-03-31 | $5.0M | 113k | 43.95 |
| 2021-12-31 | $4.7M | 104k | 45.30 |
| 2021-09-30 | $4.1M | 89k | 45.69 |
| 2021-06-30 | $3.4M | 75k | 46.05 |
| 2021-03-31 | $2.7M | 59k | 45.80 |
| 2020-12-31 | $2.4M | 53k | 45.42 |