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Ishares Tr 0-5yr hi yl cp shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $18k 426 41.45
2023-03-31 $18k 426 41.68
2022-12-31 $317k 7.6k 41.46
2022-09-30 $542k 13k 41.39

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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View all positions for WealthPlan Investment Management

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

Royal Bank of Canada
Assetmark
Empower Advisory Group
Bramshill Investments
Japan Science & Technology Agency
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Wealthfront Advisers
Nepc
Mercer Global Advisors
State of Tennessee, Treasury Department
Nomura Asset Management
Arch Capital Group

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