Ishares Tr 0-5yr hi yl cp shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $202k | 4.7k | 42.55 |
| 2023-12-31 | $201k | 4.7k | 42.22 |
| 2023-09-30 | $210k | 5.1k | 41.03 |
| 2023-06-30 | $212k | 5.1k | 41.45 |
| 2023-03-31 | $215k | 5.2k | 41.68 |
| 2022-12-31 | $406k | 9.9k | 40.89 |
| 2022-09-30 | $207k | 5.2k | 39.86 |
| 2022-06-30 | $211k | 5.2k | 40.55 |
| 2022-03-31 | $244k | 5.4k | 45.29 |
| 2021-12-31 | $244k | 5.4k | 45.29 |
| 2021-09-30 | $246k | 5.4k | 45.66 |
| 2021-06-30 | $256k | 5.6k | 45.98 |
| 2021-03-31 | $243k | 5.3k | 45.80 |
| 2020-12-31 | $213k | 4.7k | 45.32 |