Ishares Tr 0-5yr hi yl cp shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 28k | 43.30 |
| 2025-06-30 | $1.0M | 24k | 43.14 |
| 2025-03-31 | $1.1M | 27k | 42.52 |
| 2024-12-31 | $1.0M | 24k | 42.61 |
| 2024-09-30 | $1.2M | 27k | 43.42 |
| 2024-06-30 | $1.2M | 28k | 42.20 |
| 2024-03-31 | $1.2M | 27k | 42.55 |
| 2023-12-31 | $796k | 19k | 42.22 |
| 2023-09-30 | $698k | 17k | 41.03 |
| 2023-06-30 | $734k | 18k | 41.45 |
| 2023-03-31 | $689k | 17k | 41.68 |
| 2022-12-31 | $640k | 16k | 40.89 |
| 2022-09-30 | $766k | 19k | 39.93 |
| 2022-06-30 | $792k | 20k | 40.53 |
| 2022-03-31 | $1.5M | 33k | 43.97 |
| 2021-12-31 | $1.5M | 33k | 45.31 |
| 2021-09-30 | $1.5M | 33k | 45.70 |