Ishares Tr 0-5yr hi yl cp shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management 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 Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.8M | 44k | 42.20 |
| 2024-03-31 | $2.9M | 67k | 42.55 |
| 2023-12-31 | $2.9M | 70k | 42.22 |
| 2023-09-30 | $3.1M | 76k | 41.03 |
| 2023-06-30 | $2.4M | 59k | 41.45 |
| 2023-03-31 | $2.1M | 51k | 41.68 |
| 2022-12-31 | $2.5M | 62k | 40.89 |
| 2022-09-30 | $3.1M | 77k | 39.93 |
| 2022-06-30 | $3.2M | 79k | 40.56 |
| 2022-03-31 | $3.2M | 73k | 43.95 |
| 2021-12-31 | $3.1M | 70k | 45.30 |
| 2021-09-30 | $3.1M | 68k | 45.52 |
| 2021-06-30 | $3.2M | 70k | 45.97 |
| 2021-03-31 | $2.9M | 64k | 45.80 |
| 2020-12-31 | $3.0M | 65k | 45.74 |
| 2020-09-30 | $3.6M | 83k | 43.58 |
| 2020-06-30 | $4.0M | 93k | 42.72 |
| 2020-03-31 | $2.6M | 64k | 40.73 |
| 2019-12-31 | $6.4M | 138k | 46.41 |
| 2019-09-30 | $4.0M | 86k | 46.44 |
| 2019-06-30 | $3.7M | 79k | 46.69 |
| 2019-03-31 | $3.2M | 69k | 46.70 |
| 2018-12-31 | $4.0M | 90k | 44.56 |
| 2018-09-30 | $54k | 1.2k | 46.35 |
| 2018-06-30 | $31k | 665 | 46.62 |
| 2018-03-31 | $61k | 1.3k | 46.14 |
| 2017-12-31 | $62k | 1.3k | 46.90 |
| 2017-09-30 | $63k | 1.3k | 47.66 |
| 2017-06-30 | $55k | 1.2k | 47.21 |
| 2017-03-31 | $38k | 800 | 47.50 |
| 2016-12-31 | $37k | 800 | 46.25 |
| 2016-09-30 | $38k | 820 | 46.34 |
| 2016-06-30 | $37k | 820 | 45.12 |