Portus Wealth Advisors »

Ishares Tr 0-5yr hi yl cp shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors 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 Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 16k 43.30

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

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