SHYG β€” ISHARES TR

Ownership history in BBR PARTNERS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which BBR PARTNERS, LLC reported a position in ISHARES TR (SHYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    SHYG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 4,903 β€” β€” 0.01% $212K $41.83

🏒 Other funds also holding SHYG

As of 2025 Q4 β€” sorted by position size

Bramshill Investments, LLC 3Y 7Y 29.04% ARCH CAPITAL GROUP LTD. 3Y 22.46% KITCHING PARTNERS, LLC 9.46% Whitford Management LLC 3Y 8.79% Cascade Wealth Advisors, Inc 6.89% Bakala Capital LLC 6.37% KilterHowling LLC 5.68% Permanens Capital L.P. 3Y 7Y 4.74% SWEENEY & MICHEL, LLC 4.07% Powers Advisory Group, LLC 3Y 3.53%
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