Westside Investment Management »

Hrtfrd Wrld Bd I mutual fund shares owned by Westside Investment Management

Quarter-by-quarter ownership of Hrtfrd Wrld Bd I mutual fund (HWDIX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Hrtfrd Wrld Bd I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Hrtfrd Wrld Bd I mutual fund held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hrtfrd Wrld Bd I mutual fund by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 1.3k 9.96
2025-09-30 $14k 1.3k 10.23
2025-06-30 $18k 1.8k 10.21
2025-03-31 $18k 1.8k 10.00
2024-12-31 $18k 1.8k 10.00
2024-09-30 $17k 1.7k 10.12

Top funds holding Hrtfrd Wrld Bd I mutual fund