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Ishares Tr edeg hig yleld shares owned by MA Private Wealth

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

Historical chart of MA Private Wealth 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 MA Private Wealth 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 MA Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.6M 203k 47.35
2025-09-30 $8.2M 172k 47.85
2025-06-30 $6.5M 138k 47.48
2025-03-31 $451k 9.6k 47.09

More positions owned by MA Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Vanguard World Mega Cap Index (MGC)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for MA Private Wealth

Top funds holding Ishares Tr edeg hig yleld

Renaissancere Holdings
Factory Mutual Insurance Company
Sontag Advisory
LPL Financial
Envestnet Asset Management
Ameriprise Financial
Kestra Investment Management
Apollon Wealth Management
Capital Investment Counsel
Cornerstone Planning Group
Betterment
Liberty Square Wealth Partners
Sofi Wealth
Cetera Investment Advisers
TrueNorth

View all funds holding Ishares Tr edeg hig yleld