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Ishares Tr broad usd high shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Ishares Tr broad usd high

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr broad usd high held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr broad usd high by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 38k 36.59
2023-12-31 $332k 9.1k 36.35
2020-12-31 $249k 6.0k 41.30

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View all positions for Octavia Wealth Advisors

Top funds holding Ishares Tr broad usd high

Wells Fargo & Company
BlackRock
Raymond James & Associates
Tiaa Trust, National Association
Kensington Asset Management
Wright Fund Managment
Charles Schwab Investment Management
Bank of America Corporation
Counterpoint Mutual Funds
Alaska Permanent Fund Corp
Toews Corp
LPL Financial
UBS Group
Jpmorgan Chase & Co
Manning & Napier Group

View all funds holding Ishares Tr broad usd high