Ishares Tr 0-5yr hi yl cp shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors 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 Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 48k | 43.08 |
| 2025-06-30 | $1.9M | 45k | 42.80 |
| 2025-03-31 | $1.6M | 39k | 41.23 |
| 2024-12-31 | $1.5M | 36k | 42.75 |
| 2024-09-30 | $1.4M | 33k | 42.89 |
| 2024-06-30 | $2.7M | 63k | 42.52 |
| 2024-03-31 | $2.4M | 58k | 42.13 |
| 2023-12-31 | $2.4M | 57k | 42.23 |
| 2023-09-30 | $2.0M | 47k | 41.36 |
| 2023-06-30 | $3.4M | 82k | 41.11 |