Walkner Condon Financial Advisors »

Ishares Tr 0-5yr hi yl cp shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 8.3k 42.53
2023-12-31 $356k 8.4k 42.23
2023-09-30 $354k 8.6k 41.03
2023-06-30 $243k 5.9k 41.44

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial 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