SEC 13F Intelligence

Ota Financial Group L.P. / SHYG

Ota Financial Group L.P.’s Ishares Tr Position

Does Ota Financial Group L.P. own Ishares Tr (SHYG)? Not currently — the last reported position was 41.6K shares worth $2M in Q1 2023; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q1 2023
Shares
41.6K
% of Portfolio
+1.53%
Quarters Held
3
position exited

Position History SHYG

Reported value by quarter
Q3 ’20: $695,000Q3 ’20Q4 ’21: $481,000Q4 ’21Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202341.6K$2M+1.53%
Q4 202110.6K$481,000+0.33%
Q3 202015.8K$695,000+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of SHYG.