Ishares Tr 0-5yr hi yl cp shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.2M | 76k | 42.41 |
| 2026-03-31 | $3.2M | 77k | 42.31 |
| 2025-12-31 | $3.0M | 71k | 42.87 |
| 2025-09-30 | $3.5M | 80k | 43.30 |
| 2025-06-30 | $5.6M | 130k | 43.14 |
| 2025-03-31 | $4.9M | 115k | 42.52 |
| 2024-12-31 | $4.2M | 99k | 42.61 |
| 2024-09-30 | $3.6M | 84k | 43.42 |
| 2024-06-30 | $3.5M | 84k | 42.20 |
| 2024-03-31 | $3.2M | 76k | 42.55 |
| 2023-12-31 | $1.9M | 46k | 42.22 |
| 2023-09-30 | $1.5M | 37k | 41.03 |
| 2023-06-30 | $1.4M | 29k | 48.36 |
| 2023-03-31 | $1.2M | 29k | 41.68 |
| 2022-12-31 | $765k | 19k | 40.89 |
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