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Ishares Tr 0-5yr hi yl cp shares owned by Grimes & Company

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $173M 4.1M 42.55
2023-12-31 $166M 3.9M 42.22

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
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Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Grimes & Company

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

Royal Bank of Canada
Empower Advisory Group
Financial Gravity Wealth
Grimes & Company
Commonwealth Equity Services
Assetmark
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Bank of America Corporation
Wright Fund Managment
Mercer Global Advisors
Pathstone Holdings
Wells Fargo & Company
RiverFront Investment Group

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