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Ishares Tr edeg hig yleld shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 8.5k 47.84
2025-06-30 $501k 11k 47.48
2025-03-31 $427k 9.1k 47.09
2024-03-31 $259k 5.6k 46.72
2023-12-31 $245k 5.3k 46.20

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Total Usd (IUSB)
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Eos Energy Enterprises Com Cl A (EOSE)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Copperleaf Capital

Top funds holding Ishares Tr edeg hig yleld

Renaissancere Holdings
Envestnet Asset Management
Sontag Advisory
Factory Mutual Insurance Company
LPL Financial
Ameriprise Financial
Strategic Planning Group
Insight Wealth Strategies
State of New Jersey Common Pension Fund D
Wright Fund Managment
Capital Investment Counsel
Morgan Stanley
Cornerstone Planning Group
Cetera Investment Advisers
Apollon Wealth Management

View all funds holding Ishares Tr edeg hig yleld