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

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 6.8k 42.87
2025-09-30 $203k 4.7k 43.30
2023-03-31 $2.3M 55k 41.68
2022-12-31 $2.1M 50k 40.89

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Apple Stock (AAPL)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Capital Group International Focus Equity Etf Etf (CGXU)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)

View all positions for Ohe Financial

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

Royal Bank of Canada
Bramshill Investments
Assetmark
Empower Advisory Group
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
LPL Financial
Wealthfront Advisers
Nepc
Mercer Global Advisors
Envestnet Asset Management
Arch Capital Group
Nomura Asset Management
Wells Fargo & Company

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