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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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