Ishares Tr 0-5yr hi yl cp shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Ishares Tr 0-5yr hi yl cp
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All positions including Ishares Tr 0-5yr hi yl cp held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.5M | 83k | 42.31 |
| 2025-12-31 | $3.3M | 77k | 42.87 |
| 2025-09-30 | $2.1M | 49k | 43.30 |
| 2025-06-30 | $1.9M | 45k | 43.14 |
| 2025-03-31 | $3.8M | 90k | 42.52 |
| 2024-12-31 | $2.0M | 47k | 42.61 |
| 2024-09-30 | $1.3M | 31k | 43.42 |
| 2022-12-31 | $435k | 11k | 40.89 |
| 2020-12-31 | $661k | 15k | 45.73 |
| 2020-09-30 | $223k | 5.1k | 44.04 |
| 2020-06-30 | $210k | 4.8k | 44.14 |
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