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

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 56k 43.09
2025-06-30 $2.0M 48k 42.77
2025-03-31 $1.5M 35k 41.84
2024-12-31 $1.4M 32k 42.65

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department
Nomura Asset Management

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