Ishares Tr 0-5yr hi yl cp shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 45k | 42.55 |
| 2023-12-31 | $2.6M | 62k | 42.22 |
| 2023-09-30 | $3.6M | 88k | 41.03 |
| 2023-06-30 | $655k | 16k | 41.45 |
| 2023-03-31 | $1.9M | 45k | 41.68 |
| 2022-12-31 | $2.4M | 59k | 40.89 |
| 2022-09-30 | $277k | 6.9k | 39.95 |
| 2022-06-30 | $231k | 5.7k | 40.61 |
| 2022-03-31 | $247k | 5.6k | 44.00 |
| 2021-09-30 | $929k | 20k | 45.71 |
| 2021-03-31 | $367k | 8.0k | 45.80 |
| 2020-12-31 | $266k | 5.9k | 45.42 |
| 2016-12-31 | $16k | 324 | 49.38 |
| 2011-09-30 | $277k | 6.9k | 39.95 |
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