Ishares Tr 0-5yr hi yl cp shares owned by Peak Financial Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Ishares Tr 0-5yr hi yl cp
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.3M | 219k | 42.61 |
| 2024-09-30 | $9.1M | 210k | 43.42 |
| 2024-06-30 | $8.6M | 205k | 42.20 |
| 2024-03-31 | $8.8M | 207k | 42.55 |
| 2023-12-31 | $8.5M | 202k | 42.22 |
| 2023-09-30 | $8.1M | 198k | 41.03 |
| 2023-06-30 | $7.9M | 192k | 41.45 |
| 2023-03-31 | $7.9M | 189k | 41.68 |
| 2022-12-31 | $7.6M | 187k | 40.89 |
| 2022-09-30 | $7.7M | 192k | 39.94 |
| 2022-06-30 | $7.8M | 192k | 40.55 |
| 2022-03-31 | $8.3M | 190k | 43.96 |
| 2021-12-31 | $7.9M | 174k | 45.30 |
| 2021-09-30 | $7.9M | 174k | 45.70 |
| 2021-06-30 | $7.8M | 169k | 46.06 |
| 2021-03-31 | $7.3M | 160k | 45.81 |
| 2020-12-31 | $7.0M | 154k | 45.44 |
| 2020-09-30 | $6.3M | 143k | 43.95 |
| 2020-06-30 | $5.9M | 137k | 42.89 |
| 2020-03-31 | $5.7M | 140k | 40.87 |
| 2019-12-31 | $5.7M | 123k | 46.43 |
| 2019-09-30 | $5.8M | 125k | 46.49 |
| 2019-06-30 | $5.6M | 121k | 46.70 |
| 2019-03-31 | $5.5M | 117k | 46.71 |
| 2018-12-31 | $5.7M | 128k | 44.55 |
| 2018-09-30 | $6.1M | 129k | 47.08 |
| 2018-06-30 | $5.8M | 125k | 46.62 |
| 2018-03-31 | $5.8M | 125k | 46.79 |
| 2017-12-31 | $6.7M | 142k | 47.13 |
| 2017-09-30 | $6.7M | 141k | 47.83 |
| 2017-06-30 | $6.7M | 139k | 47.86 |
| 2017-03-31 | $6.4M | 133k | 47.78 |
| 2016-12-31 | $6.2M | 132k | 47.34 |
| 2016-09-30 | $6.0M | 126k | 47.28 |
| 2016-06-30 | $3.6M | 77k | 46.34 |