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Ishares Tr 0-5yr hi yl cp shares owned by Norris Financial Group

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Norris Financial Group from 13F filings

Historical chart of Norris Financial Group 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 Norris Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Norris Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.2M 122k 42.31
2025-12-31 $4.5M 104k 42.87
2025-09-30 $3.8M 89k 43.30
2025-06-30 $679k 16k 43.14
2025-03-31 $255k 6.0k 42.52

More positions owned by Norris Financial Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Trust Ishare 0-1 (SHV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr North Amern Nat (IGE)
Apple (AAPL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Digitalocean Hldgs (DOCN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Pacer Fds Tr American Energy (USAI)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr State Street Ind (XLI)

View all positions for Norris Financial Group

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
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Empower Advisory Group
Japan Science & Technology Agency
BlackRock
LPL Financial
Nepc
Commonwealth Equity Services
Bank of America Corporation
Bramshill Investments
Wealthfront Advisers
Mercer Global Advisors
Envestnet Asset Management
Nomura Asset Management

View all funds holding Ishares Tr 0-5yr hi yl cp