SHYG ISHARES TR

Ownership history in PFG Advisors  ·  19 quarters on record

This page tracks every 13F SEC filing in which PFG Advisors 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2020 Q4)
Avg. % of fund
0.09%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 55,337 +20,568 +59.2% 0.10% $2.4M $41.83
2025 Q2 ADDED 34,769 +6,892 +24.7% 0.07% $1.5M $40.97
2025 Q1 ADDED 27,877 +7,800 +38.9% 0.07% $1.2M $39.65
2024 Q4 ADDED 20,077 +6,572 +48.7% 0.05% $855K $39.26
2024 Q3 ADDED 13,505 +3,865 +40.1% 0.04% $586K $39.08
2023 Q4 ADDED 9,640 +596 +6.6% 0.03% $407K $36.30
2023 Q3 REDUCED 9,044 -12,773 -58.5% 0.03% $371K $34.49
2023 Q2 REDUCED 21,817 -5,359 -19.7% 0.07% $904K $34.30
2023 Q1 REDUCED 27,176 -5,357 -16.5% 0.09% $1.1M $33.90
2022 Q4 ADDED 32,533 +15,043 +86.0% 0.13% $1.3M $32.88
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHYG price (monthly, adj. close)
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