Ishares Tr 0-5yr hi yl cp shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 5.6k | 43.30 |
| 2025-06-30 | $230k | 5.3k | 43.14 |
| 2025-03-31 | $229k | 5.4k | 42.52 |
| 2024-12-31 | $230k | 5.4k | 42.61 |
| 2024-09-30 | $427k | 9.8k | 43.42 |
| 2024-06-30 | $415k | 9.8k | 42.20 |
| 2024-03-31 | $412k | 9.7k | 42.55 |
| 2023-12-31 | $384k | 9.1k | 42.22 |
| 2023-09-30 | $373k | 9.1k | 41.03 |
| 2023-06-30 | $370k | 8.9k | 41.45 |
| 2023-03-31 | $372k | 8.9k | 41.68 |
| 2022-12-31 | $359k | 8.8k | 40.93 |
| 2022-09-30 | $429k | 11k | 39.96 |
| 2022-06-30 | $420k | 10k | 40.51 |
| 2022-03-31 | $456k | 10k | 43.99 |
| 2021-12-31 | $470k | 10k | 45.35 |
More positions owned by Kathleen S. Wright Associates
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