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Ishares Tr 0-5yr hi yl cp shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth 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 Robertson Stephens Wealth 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 324k 42.55
2022-12-31 $844k 21k 40.89
2020-12-31 $576k 13k 45.40
2020-09-30 $681k 16k 43.91
2020-06-30 $623k 15k 42.86

More positions owned by Robertson Stephens Wealth Management

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Applovin Corp Com Cl A (APP)
Twilio Cl A (TWLO)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Core Msci Emkt (IEMG)

View all positions for Robertson Stephens Wealth Management

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