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Ishares Tr 0-5yr hi yl cp shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $52M 1.2M 43.42
2024-06-30 $51M 1.2M 42.20
2024-03-31 $50M 1.2M 42.55
2023-12-31 $49M 1.2M 42.22

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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

Royal Bank of Canada
Bramshill Investments
Empower Advisory Group
Assetmark
Japan Science & Technology Agency
Grimes & Company
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
BlackRock
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon

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