Ishares Tr 0-5yr hi yl cp shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.7M | 85k | 43.42 |
2024-03-31 | $14M | 324k | 42.55 |
2022-12-31 | $844k | 21k | 40.89 |
2020-12-31 | $576k | 13k | 45.40 |
2020-09-30 | $681k | 16k | 43.91 |
2020-06-30 | $623k | 15k | 42.86 |
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