Ishares Tr 0-5yr hi yl cp shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group 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 Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $314k | 7.3k | 43.14 |
| 2025-06-30 | $294k | 6.9k | 42.52 |
| 2025-03-31 | $294k | 6.9k | 42.61 |
| 2024-12-31 | $296k | 6.8k | 43.42 |
| 2024-09-30 | $294k | 7.0k | 42.20 |
| 2024-06-30 | $294k | 7.0k | 42.20 |
| 2024-03-31 | $324k | 7.7k | 42.22 |
| 2023-12-31 | $517k | 13k | 41.03 |
| 2023-09-30 | $474k | 11k | 41.45 |
| 2023-06-30 | $475k | 11k | 41.68 |
| 2023-03-31 | $475k | 11k | 41.68 |
| 2022-12-31 | $466k | 11k | 40.89 |
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