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Ishares Tr 0-5yr hi yl cp shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Ishares Tr 0-5yr hi yl cp

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All positions including Ishares Tr 0-5yr hi yl cp held by Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 131k 43.30

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

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