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Ishares Tr 0-5yr hi yl cp shares owned by Planning Directions

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 107k 43.30
2025-06-30 $3.6M 84k 43.14
2025-03-31 $3.2M 76k 42.52

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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View all positions for Planning Directions

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Morgan Stanley
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department

View all funds holding Ishares Tr 0-5yr hi yl cp