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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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