Ishares Tr 0-5yr hi yl cp shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $12k | 284 | 41.45 |
| 2023-03-31 | $12k | 284 | 41.68 |
| 2022-12-31 | $12k | 284 | 40.89 |
| 2022-09-30 | $25k | 616 | 40.58 |
| 2022-06-30 | $30k | 747 | 40.16 |
| 2022-03-31 | $33k | 747 | 44.18 |
| 2021-12-31 | $37k | 827 | 44.74 |
| 2021-09-30 | $100k | 2.2k | 45.77 |
| 2021-06-30 | $108k | 2.3k | 46.15 |
| 2021-03-31 | $113k | 2.5k | 45.88 |
| 2020-12-31 | $183k | 4.0k | 45.36 |