Efficient Wealth Management »

Ishares Tr 0-5yr hi yl cp shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Ishares Tr 0-5yr hi yl cp

Jul 2022Jan 2023Jul 2023Jan 2024Jul 202435k40k45k50k800900100011001200
Value ($)Share countHistorical SHYG position of Efficient Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 825 42.42
2024-06-30 $34k 825 41.21
2024-03-31 $36k 825 43.64
2023-12-31 $35k 825 42.42
2023-09-30 $33k 825 40.00
2023-06-30 $34k 825 41.21
2023-03-31 $33k 825 40.00
2022-12-31 $32k 825 38.79
2022-09-30 $33k 825 40.00
2022-06-30 $49k 1.2k 40.83