Ishares Tr 0-5yr hi yl cp shares owned by Disciplined Investments
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments 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 Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $557k | 13k | 43.30 |
| 2025-06-30 | $555k | 13k | 43.14 |
| 2025-03-31 | $573k | 14k | 42.52 |
| 2024-12-31 | $532k | 13k | 42.61 |
| 2024-09-30 | $500k | 12k | 43.42 |
| 2024-06-30 | $476k | 11k | 42.20 |
| 2024-03-31 | $487k | 11k | 42.55 |
| 2023-12-31 | $515k | 12k | 42.22 |
| 2023-09-30 | $678k | 17k | 41.03 |
| 2023-06-30 | $709k | 17k | 41.45 |
| 2023-03-31 | $1000k | 24k | 41.68 |
| 2022-12-31 | $816k | 20k | 40.89 |
| 2022-09-30 | $827k | 21k | 39.92 |
| 2022-06-30 | $658k | 16k | 40.57 |
| 2022-03-31 | $512k | 12k | 43.99 |
| 2021-12-31 | $307k | 6.8k | 45.37 |
| 2021-09-30 | $306k | 6.7k | 45.69 |
| 2021-06-30 | $305k | 6.6k | 46.02 |
| 2021-03-31 | $255k | 5.6k | 45.73 |
| 2020-12-31 | $188k | 4.1k | 45.49 |
| 2020-09-30 | $158k | 3.6k | 44.05 |
| 2020-06-30 | $154k | 3.6k | 42.96 |
| 2020-03-31 | $139k | 3.4k | 40.98 |
| 2019-12-31 | $143k | 3.1k | 46.56 |