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Ishares Tr 0-5yr hi yl cp shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $331k 7.9k 42.04
2025-03-31 $6.4k 150 42.52
2024-12-31 $5.6k 132 42.61

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Morgan Stanley
Japan Science & Technology Agency
BlackRock
LPL Financial
Wealthfront Advisers
Nepc
Bank of America Corporation
Bramshill Investments
Mercer Global Advisors
Commonwealth Equity Services
Envestnet Asset Management
Nomura Asset Management

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