Ishares Tr 0-5yr hi yl cp shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement 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 Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 8.4k | 43.30 |
| 2025-06-30 | $387k | 9.0k | 43.14 |
| 2025-03-31 | $392k | 9.2k | 42.52 |
| 2024-12-31 | $393k | 9.2k | 42.61 |
| 2024-09-30 | $396k | 9.1k | 43.42 |
| 2024-06-30 | $386k | 9.1k | 42.20 |
| 2024-03-31 | $405k | 9.5k | 42.55 |
| 2023-12-31 | $1.2M | 29k | 42.22 |
| 2023-09-30 | $4.8M | 117k | 41.03 |
| 2023-06-30 | $5.5M | 132k | 41.45 |
| 2023-03-31 | $4.5M | 107k | 41.68 |
| 2022-12-31 | $4.1M | 101k | 40.89 |
| 2022-09-30 | $4.2M | 104k | 39.79 |
| 2022-06-30 | $2.5M | 62k | 40.55 |
| 2022-03-31 | $2.7M | 62k | 43.96 |
| 2021-12-31 | $2.5M | 54k | 45.31 |
| 2021-09-30 | $2.7M | 59k | 45.70 |
| 2021-06-30 | $357k | 7.8k | 46.00 |
| 2021-03-31 | $345k | 7.5k | 45.79 |
| 2020-12-31 | $312k | 6.9k | 45.45 |
More positions owned by Morris Retirement Advisors
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