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Ishares Tr 0-5yr hi yl cp shares owned by Forum Finance Group

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Forum Finance Group from 13F filings

Historical chart of Forum Finance Group 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 Forum Finance 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 Forum Finance Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 6.3k 33.68

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

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

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