Ishares Tr 0-5yr hi yl cp shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors 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 Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92k | 2.1k | 43.30 |
| 2025-06-30 | $92k | 2.1k | 43.14 |
| 2025-03-31 | $91k | 2.1k | 42.52 |
| 2024-12-31 | $71k | 1.7k | 42.61 |
| 2024-09-30 | $72k | 1.7k | 43.42 |
| 2024-06-30 | $70k | 1.7k | 42.20 |
| 2024-03-31 | $70k | 1.7k | 42.55 |
| 2023-09-30 | $88k | 2.2k | 41.03 |
| 2023-06-30 | $89k | 2.2k | 41.45 |
| 2023-03-31 | $1.2M | 28k | 41.68 |
| 2022-12-31 | $1.2M | 29k | 40.89 |