Ishares Tr 0-5yr hi yl cp shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $319k | 7.3k | 43.42 |
| 2024-06-30 | $310k | 7.3k | 42.20 |
| 2024-03-31 | $312k | 7.3k | 42.55 |
| 2023-06-30 | $953k | 23k | 41.45 |
| 2022-12-31 | $241k | 5.9k | 40.89 |
| 2022-09-30 | $2.8M | 70k | 39.93 |
| 2022-06-30 | $2.9M | 70k | 40.55 |
| 2022-03-31 | $724k | 17k | 43.97 |
| 2021-12-31 | $1.2M | 27k | 45.31 |