Ishares Tr 0-5yr hi yl cp shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services 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 Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 14k | 43.30 |
| 2025-06-30 | $606k | 14k | 43.14 |
| 2025-03-31 | $206k | 4.9k | 42.52 |
| 2023-09-30 | $447k | 11k | 41.05 |
| 2023-06-30 | $1.9M | 45k | 41.45 |
| 2023-03-31 | $292k | 7.0k | 41.68 |
| 2022-12-31 | $1.8M | 44k | 40.89 |
| 2021-12-31 | $3.0M | 66k | 45.29 |
| 2021-06-30 | $4.0M | 88k | 46.06 |
| 2021-03-31 | $1.5M | 32k | 45.78 |
| 2020-12-31 | $1.6M | 35k | 45.44 |
| 2020-09-30 | $1.3M | 30k | 43.93 |
| 2020-06-30 | $1.9M | 44k | 42.89 |
| 2020-03-31 | $843k | 21k | 40.88 |
| 2019-12-31 | $34k | 723 | 47.03 |
| 2019-09-30 | $71k | 1.5k | 46.28 |