Ishares Tr 0-5yr hi yl cp shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial 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 Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 30k | 42.87 |
| 2025-03-31 | $1.5M | 34k | 42.52 |
| 2024-12-31 | $1.5M | 35k | 42.61 |
| 2024-09-30 | $1.5M | 35k | 43.42 |
| 2024-06-30 | $1.5M | 35k | 42.20 |
| 2024-03-31 | $1.4M | 34k | 42.55 |
| 2023-12-31 | $1.3M | 32k | 42.22 |
| 2023-09-30 | $1.4M | 35k | 41.03 |
| 2023-06-30 | $1.4M | 33k | 41.45 |
| 2023-03-31 | $1.4M | 34k | 41.68 |
| 2022-12-31 | $1.2M | 29k | 40.89 |
More positions owned by Worth Financial Advisory Group
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