Ishares Tr 0-5yr hi yl cp shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 29k | 42.22 |
| 2023-09-30 | $1.2M | 30k | 41.03 |
| 2023-06-30 | $4.5M | 109k | 41.45 |
| 2023-03-31 | $4.6M | 110k | 41.68 |
| 2022-12-31 | $2.9M | 70k | 40.89 |
| 2022-09-30 | $3.1M | 78k | 39.94 |
| 2022-06-30 | $2.1M | 51k | 40.55 |
| 2022-03-31 | $956k | 22k | 43.95 |
| 2021-12-31 | $550k | 12k | 45.26 |