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Ishares Tr edeg hig yleld shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-03-31 $47k 999 47.09

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Streamex Corp Call Call Option (Principal) (STEX)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
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View all positions for Legacy Wealth Managment

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
State of New Jersey Common Pension Fund D
Wright Fund Managment
Capital Investment Counsel
Cornerstone Planning Group
Cetera Investment Advisers
Apollon Wealth Management
Sofi Wealth
Betterment

View all funds holding Ishares Tr edeg hig yleld