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Ishares Tr edeg hig yleld shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr edeg hig yleld

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All positions including Ishares Tr edeg hig yleld held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $917k 19k 48.06
2022-03-31 $1.2M 25k 48.72
2021-12-31 $1.1M 21k 51.40

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ishares Tr edeg hig yleld

Sontag Advisory
State of New Jersey Common Pension Fund D
Captrust Financial Advisors
Assetmark
Envestnet Asset Management
LPL Financial
Kestra Investment Management
Cetera Investment Advisers
Cornerstone Planning Group
TrueNorth
Outlook Wealth Advisors
Arden Trust
Correct Capital Wealth Management
TL Private Wealth
Morgan Stanley

View all funds holding Ishares Tr edeg hig yleld