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Ishares Tr 0-5yr hi yl cp shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $750k 18k 42.87
2025-09-30 $588k 14k 43.30
2025-06-30 $639k 15k 43.14
2025-03-31 $615k 15k 42.52
2024-12-31 $601k 14k 42.61

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

Royal Bank of Canada
Bramshill Investments
Assetmark
Empower Advisory Group
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
LPL Financial
Wealthfront Advisers
Nepc
Mercer Global Advisors
Envestnet Asset Management
Arch Capital Group
Nomura Asset Management
Wells Fargo & Company

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