Ishares Tr 0-5yr hi yl cp shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.2M | 194k | 42.22 |
| 2023-09-30 | $4.8M | 116k | 41.03 |
| 2023-06-30 | $4.9M | 118k | 41.45 |
| 2023-03-31 | $4.7M | 113k | 41.68 |
| 2022-12-31 | $4.9M | 119k | 40.89 |
| 2022-09-30 | $4.9M | 123k | 39.94 |
| 2022-06-30 | $5.8M | 143k | 40.55 |
| 2022-03-31 | $7.1M | 161k | 43.96 |
| 2021-12-31 | $5.4M | 118k | 45.30 |
| 2021-09-30 | $4.9M | 107k | 45.70 |
| 2021-06-30 | $3.7M | 81k | 46.05 |
| 2021-03-31 | $2.0M | 43k | 45.81 |
| 2020-12-31 | $2.0M | 43k | 45.44 |
| 2020-09-30 | $2.6M | 58k | 43.95 |
| 2020-06-30 | $5.0M | 117k | 42.89 |
| 2020-03-31 | $6.7M | 163k | 40.87 |
| 2019-12-31 | $9.8M | 212k | 46.43 |
| 2019-09-30 | $8.6M | 185k | 46.49 |
| 2019-06-30 | $8.7M | 187k | 46.70 |
| 2019-03-31 | $11M | 241k | 46.71 |
| 2018-12-31 | $13M | 281k | 44.55 |
| 2018-09-30 | $15M | 309k | 47.08 |
| 2016-12-31 | $202k | 4.3k | 47.23 |
| 2016-09-30 | $441k | 9.3k | 47.32 |
| 2016-06-30 | $854k | 19k | 46.01 |
| 2016-03-31 | $351M | 7.8M | 45.03 |
| 2015-12-31 | $289M | 6.5M | 44.53 |
| 2015-09-30 | $237M | 5.2M | 45.78 |
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