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Ishares Tr 0-5yr hi yl cp shares owned by Independent Solutions Wealth Management

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Independent Solutions Wealth Management from 13F filings

Historical chart of Independent Solutions 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 Independent Solutions 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 Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 75k 43.30
2025-06-30 $2.7M 62k 43.14
2025-03-31 $2.4M 56k 42.52
2024-12-31 $2.2M 52k 42.61
2024-09-30 $567k 13k 43.42
2024-06-30 $228k 5.4k 42.20

More positions owned by Independent Solutions Wealth Management

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Ishares Tr S&p 500 Val Etf (IVE)
Palantir Technologies Cl A (PLTR)
Listed Fds Tr Alexis Practical (LEXI)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Short Treas Bd (SHV)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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View all positions for Independent Solutions Wealth Management

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Morgan Stanley
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department

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