Ishares Tr 0-5yr hi yl cp shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors 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 Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 39k | 42.87 |
| 2025-09-30 | $1.8M | 42k | 43.30 |
| 2025-06-30 | $1.8M | 42k | 43.14 |
| 2025-03-31 | $1.8M | 43k | 42.52 |
| 2024-12-31 | $2.0M | 46k | 42.61 |
| 2024-09-30 | $2.0M | 47k | 43.42 |
| 2024-06-30 | $2.1M | 50k | 42.20 |
| 2024-03-31 | $2.2M | 52k | 42.55 |
| 2023-12-31 | $2.3M | 54k | 42.22 |
| 2023-09-30 | $2.6M | 63k | 41.03 |
| 2023-06-30 | $2.7M | 65k | 41.45 |
| 2023-03-31 | $2.8M | 68k | 41.68 |
| 2022-12-31 | $2.8M | 69k | 40.89 |
| 2022-09-30 | $2.8M | 70k | 39.94 |
| 2022-06-30 | $3.2M | 78k | 40.55 |
| 2022-03-31 | $3.9M | 89k | 43.96 |
| 2021-12-31 | $4.0M | 88k | 45.30 |
| 2021-09-30 | $3.9M | 85k | 45.70 |
| 2021-06-30 | $3.7M | 81k | 46.06 |
| 2021-03-31 | $3.1M | 69k | 45.81 |
| 2020-12-31 | $2.6M | 58k | 45.44 |
| 2020-09-30 | $1.7M | 38k | 43.94 |
| 2020-06-30 | $1.6M | 37k | 42.90 |
| 2020-03-31 | $1.5M | 37k | 40.86 |
| 2019-12-31 | $1.6M | 33k | 46.44 |
| 2019-09-30 | $1.4M | 30k | 46.48 |
| 2019-06-30 | $1.3M | 28k | 46.70 |
| 2019-03-31 | $983k | 21k | 46.70 |
| 2018-12-31 | $881k | 19k | 45.84 |
| 2018-09-30 | $409k | 8.8k | 46.66 |
| 2018-06-30 | $409k | 8.8k | 46.66 |
| 2018-03-31 | $204k | 4.4k | 46.68 |