Ishares Tr 0-5yr hi yl cp shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth 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 LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.6M | 179k | 42.22 |
| 2023-09-30 | $6.9M | 168k | 41.03 |
| 2023-06-30 | $6.9M | 167k | 41.45 |
| 2023-03-31 | $6.8M | 163k | 41.68 |
| 2022-12-31 | $6.5M | 160k | 40.89 |
| 2022-09-30 | $6.1M | 153k | 39.94 |
| 2022-06-30 | $3.1M | 78k | 40.55 |
| 2022-03-31 | $6.9M | 156k | 43.96 |
| 2021-12-31 | $6.9M | 153k | 45.30 |
| 2021-09-30 | $6.8M | 149k | 45.70 |
| 2021-06-30 | $6.5M | 142k | 46.06 |
| 2021-03-31 | $3.9M | 86k | 45.82 |
| 2020-12-31 | $1.5M | 32k | 45.44 |
| 2020-09-30 | $420k | 9.6k | 43.97 |
| 2020-06-30 | $404k | 9.4k | 42.89 |
| 2020-03-31 | $296k | 7.3k | 40.80 |
| 2019-12-31 | $446k | 9.6k | 46.43 |