Ishares Tr 0-5yr hi yl cp shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth 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 FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 33k | 41.99 |
| 2023-12-31 | $1.4M | 34k | 42.22 |
| 2023-09-30 | $1.4M | 34k | 41.03 |
| 2023-06-30 | $1.4M | 33k | 41.45 |
| 2023-03-31 | $1.3M | 32k | 41.68 |
| 2022-12-31 | $935k | 23k | 40.89 |
| 2022-09-30 | $859k | 22k | 39.92 |
| 2022-06-30 | $734k | 18k | 40.53 |
| 2022-03-31 | $744k | 17k | 43.97 |
| 2021-12-31 | $351k | 7.7k | 45.32 |