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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 132k 42.55
2023-09-30 $1.5M 36k 41.00
2023-06-30 $2.8M 68k 41.44
2023-03-31 $3.0M 72k 41.69
2022-12-31 $3.1M 76k 40.89
2022-09-30 $3.3M 83k 39.95
2022-06-30 $5.8M 144k 40.56
2022-03-31 $4.7M 108k 43.98
2021-12-31 $989k 22k 45.31
2021-09-30 $556k 12k 45.59
2021-06-30 $446k 9.7k 46.10
2021-03-31 $414k 8.9k 46.55
2020-12-31 $246k 5.6k 43.61
2020-09-30 $211k 4.9k 43.12
2020-06-30 $224k 5.2k 42.86