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Ishares Tr 0-5yr hi yl cp shares owned by My Legacy Advisors

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

Historical chart of My Legacy Advisors 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 My Legacy Advisors 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 My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 154k 42.42
2023-09-30 $6.1M 152k 40.19
2023-06-30 $5.8M 140k 41.67
2023-03-31 $5.0M 122k 41.27
2022-12-31 $5.4M 128k 41.94

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Bramshill Investments
Assetmark
Financial Gravity Wealth
Grimes & Company
State of New Jersey Common Pension Fund D
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Townsquare Capital
Wealthfront Advisers
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation

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