Ishares Tr 0-5yr hi yl cp shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 4.8k | 43.30 |
| 2021-09-30 | $62k | 1.4k | 45.86 |
| 2021-06-30 | $1.9M | 86k | 21.71 |
| 2021-03-31 | $244k | 5.4k | 45.34 |
| 2020-12-31 | $244k | 5.4k | 45.34 |
| 2020-09-30 | $2.2M | 50k | 43.94 |
| 2020-06-30 | $1.7M | 40k | 42.88 |
| 2020-03-31 | $1.1M | 27k | 41.42 |
| 2019-12-31 | $30k | 657 | 45.66 |
| 2019-09-30 | $26k | 564 | 46.10 |