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

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

Historical chart of Whitford 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 Whitford 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 Whitford Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 202k 43.30
2025-06-30 $8.7M 202k 43.14
2024-12-31 $3.2M 75k 42.61

More positions owned by Whitford Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Amazon (AMZN)
Uber Technologies (UBER)
Intuit (INTU)
Mastercard Incorporated Cl A (MA)
Ge Aerospace Com New (GE)
TransDigm Group Incorporated (TDG)
Servicenow (NOW)
S&p Global (SPGI)
Coupang Cl A (CPNG)
Waste Management (WM)
Floor & Decor Hldgs Cl A (FND)

View all positions for Whitford 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
Morgan Stanley
LPL Financial
Wealthfront Advisers
Nepc
State of New Jersey Common Pension Fund D
Mercer Global Advisors
State of Tennessee, Treasury Department

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