Ishares Tr 0-5yr hi yl cp shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 5.6k | 42.55 |
| 2024-06-30 | $238k | 5.6k | 42.20 |
| 2024-03-31 | $240k | 5.6k | 42.55 |
| 2023-12-31 | $2.8M | 67k | 42.22 |
| 2023-09-30 | $7.9M | 191k | 41.03 |
| 2023-06-30 | $7.5M | 181k | 41.45 |
| 2023-03-31 | $4.7M | 115k | 41.23 |
| 2022-12-31 | $4.6M | 113k | 40.89 |
| 2022-09-30 | $5.0M | 126k | 39.94 |
| 2022-06-30 | $3.0M | 75k | 40.54 |
| 2022-03-31 | $3.6M | 82k | 43.95 |
| 2021-12-31 | $4.5M | 99k | 45.30 |
| 2021-09-30 | $5.6M | 122k | 45.70 |
| 2021-06-30 | $7.8M | 169k | 46.06 |
| 2021-03-31 | $7.5M | 164k | 45.81 |
| 2020-12-31 | $8.0M | 176k | 45.44 |
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