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Ishares Tr 0-5yr hi yl cp shares owned by Verum Partners

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

Historical chart of Verum Partners 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 Verum Partners 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 75k 42.55
2023-12-31 $3.1M 75k 42.22
2023-09-30 $3.1M 75k 41.03
2023-06-30 $231k 5.6k 41.45
2023-03-31 $232k 5.6k 41.68

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
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Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Verum Partners

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

Royal Bank of Canada
Empower Advisory Group
Financial Gravity Wealth
Grimes & Company
Commonwealth Equity Services
Assetmark
Wealthfront Advisers
Bank of New York Mellon
Townsquare Capital
Wright Fund Managment
Bank of America Corporation
Mercer Global Advisors
Pathstone Holdings
Wells Fargo & Company
RiverFront Investment Group

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