Ishares Tr 0-5yr hi yl cp shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management 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 Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Mascoma Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $15k | 351 | 43.40 |
2024-06-30 | $15k | 351 | 42.18 |
2024-03-31 | $34k | 799 | 42.54 |
2023-12-31 | $237k | 5.6k | 42.22 |
2023-09-30 | $273k | 6.7k | 41.03 |
2023-06-30 | $275k | 6.7k | 41.36 |
2023-03-31 | $620k | 15k | 41.55 |
2022-12-31 | $996k | 24k | 40.89 |
2022-09-30 | $1.1M | 28k | 39.93 |
2022-06-30 | $1.3M | 31k | 40.56 |
2022-03-31 | $1.1M | 26k | 43.95 |
2021-12-31 | $2.0M | 45k | 45.31 |
2021-09-30 | $1.6M | 34k | 45.70 |
2021-06-30 | $1.4M | 31k | 46.05 |
2021-03-31 | $1.1M | 23k | 45.81 |
2019-06-30 | $136k | 2.9k | 46.83 |
2019-03-31 | $997k | 21k | 46.72 |