Ishares Tr 0-5yr hi yl cp shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial 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 Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 115k | 43.30 |
| 2025-06-30 | $4.8M | 112k | 43.14 |
| 2025-03-31 | $5.1M | 120k | 42.52 |
| 2024-12-31 | $5.1M | 119k | 42.61 |
| 2024-09-30 | $5.3M | 123k | 43.42 |
| 2024-06-30 | $4.9M | 117k | 42.20 |
| 2024-03-31 | $4.7M | 111k | 42.55 |
| 2023-12-31 | $4.5M | 106k | 42.22 |
| 2023-09-30 | $4.1M | 101k | 41.03 |
| 2023-06-30 | $4.1M | 99k | 41.45 |
| 2023-03-31 | $3.8M | 91k | 41.68 |
| 2022-12-31 | $3.3M | 82k | 40.88 |
| 2022-09-30 | $3.1M | 77k | 39.94 |
| 2022-06-30 | $2.6M | 60k | 43.95 |
| 2022-03-31 | $2.6M | 60k | 43.95 |
| 2021-12-31 | $2.2M | 48k | 45.29 |