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Ishares Tr broad usd high shares owned by Colony Group

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

Historical chart of Colony Group investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Colony Group 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 Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.0M 173k 34.71
2023-06-30 $2.1M 59k 35.30
2023-03-31 $1.2M 35k 35.55

More positions owned by Colony Group

Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

Top funds holding Ishares Tr broad usd high

Fisher Investments
Wells Fargo & Company
Raymond James & Associates
Charles Schwab Investment Management
Kensington Asset Management
Wright Fund Managment
Bank of America Corporation
Counterpoint Mutual Funds
Tiaa Trust, National Association
Alaska Permanent Fund Corp
Toews Corp
UBS Group
Manning & Napier Group
Assetmark
SigFig Wealth Management

View all funds holding Ishares Tr broad usd high