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Ishares Bb Rated Corp Bond shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Ishares Bb Rated Corp Bond (HYBB) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Ishares Bb Rated Corp Bond

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All positions including Ishares Bb Rated Corp Bond held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bb Rated Corp Bond by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 9.6k 47.35
2024-06-30 $462k 10k 46.02

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Ishares Bb Rated Corp Bond

Stifel Financial
Benjamin F. Edwards & Company
Confluence Investment Management
Bank Julius Baer & Co. Ltd, Zurich
Benjamin Edwards
Envestnet Asset Management
Atria Investments
Visionary Wealth Advisors
Hm Payson & Co
Jane Street
Proequities
Confluence Wealth Services
SWMG
Municipal Employees' Retirement System of Michigan
Nottingham Advisors

View all funds holding Ishares Bb Rated Corp Bond