Ishares Tr 0-5yr hi yl cp shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 105k | 43.30 |
| 2025-06-30 | $4.3M | 99k | 43.14 |
| 2025-03-31 | $4.2M | 98k | 42.52 |
| 2022-09-30 | $1.6M | 40k | 39.95 |
| 2022-06-30 | $1.6M | 39k | 40.56 |
| 2022-03-31 | $1.8M | 40k | 43.96 |
| 2021-12-31 | $1.6M | 35k | 45.28 |
| 2021-09-30 | $1.4M | 30k | 45.69 |
| 2021-06-30 | $1.8M | 39k | 46.05 |
| 2021-03-31 | $471k | 10k | 45.85 |
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