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Ishares Tr 0-5yr hi yl cp shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 105k 42.49
2023-09-30 $4.2M 102k 41.03
2023-06-30 $3.8M 93k 41.45
2023-03-31 $3.4M 82k 41.68

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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

Royal Bank of Canada
Empower Advisory Group
Financial Gravity Wealth
Grimes & Company
Commonwealth Equity Services
Assetmark
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Wright Fund Managment
Bank of America Corporation
Mercer Global Advisors
Pathstone Holdings
Wells Fargo & Company
RiverFront Investment Group

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