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Ishares Tr edeg hig yleld shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $227k 4.9k 46.44
2024-03-31 $219k 4.7k 46.72

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

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