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Ishares Tr 0-5yr hi yl cp shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group 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 Elwood & Goetz Wealth Advisory 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 Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $612k 14k 42.41

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
American Centy Etf Tr Ava Mid Equ Etf (AVMC)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Elwood & Goetz Wealth Advisory Group

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Morgan Stanley
Japan Science & Technology Agency
BlackRock
LPL Financial
Wealthfront Advisers
Nepc
Bank of America Corporation
Bramshill Investments
Mercer Global Advisors
Commonwealth Equity Services
Envestnet Asset Management
Nomura Asset Management

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