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Ishares Tr 0-5yr hi yl cp shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 63k 43.30
2025-06-30 $2.3M 54k 43.14
2025-03-31 $2.1M 49k 42.52
2024-12-31 $1.7M 40k 42.61
2024-09-30 $1.5M 35k 43.42
2024-06-30 $1.3M 31k 42.20
2024-03-31 $1.3M 31k 42.55
2023-12-31 $1.4M 34k 42.22
2023-09-30 $1.6M 38k 41.03
2023-06-30 $1.8M 42k 41.45
2023-03-31 $1.9M 45k 41.68
2022-12-31 $1.9M 45k 40.89
2022-09-30 $1.9M 48k 39.94
2022-06-30 $1.9M 46k 40.54
2022-03-31 $1.9M 43k 43.96
2021-12-31 $1.6M 36k 45.29
2021-09-30 $1.4M 31k 45.70
2021-06-30 $1.1M 25k 46.08
2021-03-31 $781k 17k 45.80
2020-12-31 $366k 8.1k 45.47
2020-09-30 $360k 8.2k 43.95
2020-06-30 $416k 9.7k 42.87
2020-03-31 $515k 13k 40.89
2019-12-31 $717k 16k 46.40
2019-09-30 $761k 16k 46.50
2019-06-30 $787k 17k 46.67
2019-03-31 $1.5M 31k 46.69
2018-12-31 $1.4M 30k 44.54
2018-09-30 $1.4M 31k 47.10
2018-06-30 $1.6M 34k 46.64
2018-03-31 $1.3M 28k 46.81
2017-12-31 $965k 21k 47.13
2017-09-30 $789k 17k 47.82
2017-06-30 $801k 17k 47.86

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
At&t (T)

View all positions for Northern Oak Capital Management

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Morgan Stanley
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department

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