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Ishares Tr edeg hig yleld shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth 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 JFS Wealth 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 28k 47.84
2025-06-30 $802k 17k 47.47
2025-03-31 $784k 17k 47.09

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Apple (AAPL)

View all positions for JFS Wealth Advisors

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