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Ishares Tr 0-5yr hi yl cp shares owned by D L Carlson Investment Group

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by D L Carlson Investment Group from 13F filings

Historical chart of D L Carlson Investment Group investment in Ishares Tr 0-5yr hi yl cp

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All positions including Ishares Tr 0-5yr hi yl cp held by D L Carlson Investment Group 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 D L Carlson Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 39k 42.32
2023-09-30 $1.4M 34k 41.03
2023-06-30 $1.3M 32k 41.45

More positions owned by D L Carlson Investment Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Intrm Gov Cr Etf (GVI)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Energy (XLE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Wingstop (WING)
Ishares Tr Msci Eafe Etf (EFA)
Toll Brothers (TOL)
JPMorgan Chase & Co. (JPM)

View all positions for D L Carlson Investment Group

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Financial Gravity Wealth
Grimes & Company
Commonwealth Equity Services
Assetmark
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Wright Fund Managment
Bank of America Corporation
Mercer Global Advisors
Pathstone Holdings
Wells Fargo & Company
RiverFront Investment Group

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