Ishares Tr 0-5yr hi yl cp shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr 0-5yr hi yl cp
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 198k | 43.42 |
| 2024-06-30 | $8.7M | 206k | 42.20 |
| 2024-03-31 | $8.4M | 199k | 42.55 |
| 2023-12-31 | $8.6M | 203k | 42.22 |
| 2023-09-30 | $8.9M | 216k | 41.03 |
| 2023-06-30 | $8.9M | 214k | 41.45 |
| 2023-03-31 | $9.1M | 218k | 41.68 |
| 2022-12-31 | $9.6M | 234k | 40.89 |
| 2022-09-30 | $11M | 277k | 39.94 |
| 2022-06-30 | $12M | 300k | 40.55 |
| 2022-03-31 | $14M | 311k | 43.96 |
| 2021-12-31 | $14M | 313k | 45.30 |
| 2021-09-30 | $14M | 304k | 45.70 |
| 2021-06-30 | $13M | 290k | 46.06 |
| 2021-03-31 | $13M | 278k | 45.81 |
| 2020-12-31 | $12M | 263k | 45.44 |
| 2020-09-30 | $10M | 234k | 43.95 |
| 2020-06-30 | $10M | 234k | 42.89 |
| 2020-03-31 | $10M | 248k | 40.87 |
| 2019-12-31 | $13M | 274k | 46.43 |