Ishares Tr 0-5yr hi yl cp shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial 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 LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127M | 2.9M | 43.30 |
| 2025-06-30 | $112M | 2.6M | 43.14 |
| 2025-03-31 | $97M | 2.3M | 42.52 |
| 2024-12-31 | $75M | 1.8M | 42.61 |
| 2024-09-30 | $63M | 1.4M | 43.42 |
| 2024-06-30 | $55M | 1.3M | 42.20 |
| 2024-03-31 | $59M | 1.4M | 42.55 |
| 2023-09-30 | $49M | 1.2M | 41.03 |
| 2023-06-30 | $50M | 1.2M | 41.45 |
| 2023-03-31 | $41M | 980k | 41.68 |
| 2022-12-31 | $239M | 5.8M | 40.89 |
| 2022-09-30 | $34M | 838k | 39.94 |
| 2022-06-30 | $36M | 893k | 40.55 |
| 2022-03-31 | $34M | 780k | 43.96 |
| 2021-12-31 | $36M | 790k | 45.30 |
| 2021-09-30 | $37M | 808k | 45.70 |
| 2021-06-30 | $37M | 800k | 46.06 |
| 2021-03-31 | $34M | 746k | 45.81 |
| 2020-12-31 | $135M | 3.0M | 45.44 |
| 2020-09-30 | $114M | 2.6M | 43.95 |
| 2020-06-30 | $97M | 2.3M | 42.89 |
| 2020-03-31 | $83M | 2.0M | 40.87 |
| 2019-12-31 | $29M | 617k | 46.43 |
| 2019-09-30 | $20M | 434k | 46.49 |
| 2019-06-30 | $18M | 384k | 46.70 |
| 2019-03-31 | $15M | 330k | 46.71 |
| 2018-12-31 | $13M | 297k | 44.55 |
| 2018-09-30 | $13M | 282k | 47.08 |
| 2018-06-30 | $11M | 239k | 46.62 |
| 2018-03-31 | $10M | 216k | 46.79 |
| 2017-12-31 | $8.7M | 185k | 47.13 |
| 2017-09-30 | $8.5M | 178k | 47.83 |
| 2017-06-30 | $6.9M | 143k | 47.86 |
| 2017-03-31 | $5.0M | 105k | 47.55 |
| 2016-12-31 | $4.0M | 84k | 47.45 |
| 2016-09-30 | $3.2M | 67k | 47.08 |
| 2016-06-30 | $2.5M | 55k | 46.16 |
| 2016-03-31 | $6.8M | 153k | 44.48 |
| 2015-12-31 | $5.6M | 126k | 44.39 |
| 2015-09-30 | $979k | 21k | 45.72 |
| 2015-06-30 | $2.2M | 45k | 48.45 |
| 2015-03-31 | $1.4M | 29k | 48.90 |
| 2014-12-31 | $1.5M | 31k | 48.57 |
| 2014-09-30 | $1.0M | 21k | 49.31 |
| 2014-06-30 | $1.7M | 9.5k | 178.34 |
| 2014-03-31 | $247k | 4.9k | 50.81 |