Ishares Tr 0-5yr hi yl cp shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $504k | 12k | 42.22 |
2022-12-31 | $1.3M | 33k | 40.89 |
2022-09-30 | $674k | 17k | 39.97 |
2022-06-30 | $634k | 16k | 40.55 |
2022-03-31 | $116k | 2.6k | 44.14 |
2021-09-30 | $270k | 5.9k | 45.78 |
2021-06-30 | $437k | 9.5k | 46.01 |
2021-03-31 | $806k | 18k | 45.79 |
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