Ishares Tr 0-5yr hi yl cp shares owned by FOCUS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by FOCUS Wealth Advisors
from 13F filings
Historical chart of FOCUS Wealth Advisors 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 FOCUS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by FOCUS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $233k | 5.4k | 43.42 |
2024-06-30 | $227k | 5.4k | 42.20 |
2024-03-31 | $229k | 5.4k | 42.55 |
2023-12-31 | $227k | 5.4k | 42.22 |
2023-09-30 | $220k | 5.4k | 41.03 |
2023-06-30 | $223k | 5.4k | 41.45 |
2023-03-31 | $224k | 5.4k | 41.68 |
2022-12-31 | $220k | 5.4k | 40.89 |
2022-09-30 | $215k | 5.4k | 40.02 |
2022-06-30 | $218k | 5.4k | 40.58 |
2022-03-31 | $236k | 5.4k | 43.93 |
2021-12-31 | $243k | 5.4k | 45.23 |
2021-09-30 | $246k | 5.4k | 45.79 |
2021-06-30 | $247k | 5.4k | 45.98 |