Ishares Tr 0-5yr hi yl cp shares owned by Waterloo Capital
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Ishares Tr 0-5yr hi yl cp
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All positions including Ishares Tr 0-5yr hi yl cp held by Waterloo Capital 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 Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 235k | 43.30 |
| 2025-06-30 | $9.5M | 219k | 43.14 |
| 2025-03-31 | $9.8M | 230k | 42.52 |
| 2024-12-31 | $9.2M | 215k | 42.61 |
| 2024-09-30 | $8.2M | 190k | 43.42 |
| 2024-06-30 | $6.9M | 165k | 42.20 |
| 2024-03-31 | $7.5M | 177k | 42.55 |