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

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

Historical chart of Savvy 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 Savvy Advisors 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 75k 42.31
2025-12-31 $874k 20k 42.87
2025-09-30 $460k 11k 43.30
2025-06-30 $246k 5.7k 43.14
2025-03-31 $296k 7.0k 42.52
2024-12-31 $249k 5.8k 42.61

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View all positions for Savvy Advisors

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

Royal Bank of Canada
Morgan Stanley
Assetmark
Empower Advisory Group
Japan Science & Technology Agency
BlackRock
LPL Financial
Nepc
Commonwealth Equity Services
Bank of America Corporation
Bramshill Investments
Wealthfront Advisers
Mercer Global Advisors
Envestnet Asset Management
Nomura Asset Management

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