Ishares Tr 0-5yr hi yl cp shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 50k | 43.42 |
| 2024-06-30 | $2.1M | 50k | 42.20 |
| 2024-03-31 | $2.2M | 51k | 42.55 |
| 2023-12-31 | $2.1M | 51k | 42.22 |
| 2023-09-30 | $1.6M | 40k | 41.03 |
| 2023-06-30 | $1.7M | 41k | 41.45 |
| 2023-03-31 | $1.7M | 41k | 41.68 |
| 2022-12-31 | $1.7M | 42k | 40.89 |
| 2022-09-30 | $1.7M | 43k | 39.93 |
| 2022-06-30 | $2.0M | 50k | 40.56 |
| 2022-03-31 | $6.7M | 153k | 43.96 |
| 2021-12-31 | $6.9M | 153k | 45.30 |
| 2021-09-30 | $6.8M | 150k | 45.70 |
| 2021-06-30 | $5.8M | 126k | 46.06 |
| 2021-03-31 | $943k | 21k | 45.82 |
| 2020-12-31 | $305k | 6.7k | 45.45 |