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Ishares Tr 0-5yr hi yl cp shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $330k 7.8k 42.20
2024-03-31 $344k 8.1k 42.55
2023-12-31 $433k 10k 42.22

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Valero Energy Corporation (VLO)
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Abbvie (ABBV)
Select Sector Spdr Tr Technology (XLK)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

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

Royal Bank of Canada
Bramshill Investments
Empower Advisory Group
Assetmark
Japan Science & Technology Agency
Grimes & Company
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
BlackRock
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon

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