Ishares Tr 0-5yr hi yl cp shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $460k | 11k | 43.42 |
| 2024-06-30 | $436k | 10k | 42.20 |
| 2024-03-31 | $433k | 10k | 42.55 |
| 2023-12-31 | $385k | 9.1k | 42.22 |
| 2023-09-30 | $363k | 8.8k | 41.03 |
| 2023-06-30 | $361k | 8.7k | 41.45 |
| 2023-03-31 | $363k | 8.7k | 41.68 |
| 2022-12-31 | $347k | 8.5k | 40.89 |
| 2022-09-30 | $351k | 8.8k | 39.97 |
| 2022-06-30 | $1.0M | 25k | 40.56 |
| 2022-03-31 | $1.2M | 27k | 43.95 |
| 2021-12-31 | $1.2M | 28k | 45.32 |
| 2021-09-30 | $1.7M | 38k | 45.69 |
| 2021-06-30 | $2.2M | 47k | 46.06 |
| 2021-03-31 | $3.8M | 82k | 45.82 |
| 2020-12-31 | $3.4M | 75k | 45.44 |
| 2020-09-30 | $3.0M | 69k | 43.96 |
| 2020-06-30 | $2.1M | 48k | 42.90 |
| 2020-03-31 | $2.9M | 70k | 40.88 |
| 2019-12-31 | $7.5M | 161k | 46.43 |