Lane & Associates »

Ishares Tr 0-5yr hi yl cp shares owned by Lane & Associates

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates 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 Lane & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $964k 22k 43.42
2024-06-30 $1.2M 29k 42.20
2024-03-31 $1.0M 24k 42.55
2023-12-31 $748k 18k 42.22
2023-09-30 $270k 6.6k 41.03

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

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

Royal Bank of Canada
Bramshill Investments
Empower Advisory Group
Assetmark
Japan Science & Technology Agency
Grimes & Company
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
BlackRock
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon

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