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Ishares Tr edeg hig yleld shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 639k 48.06
2024-06-30 $29M 672k 43.29
2024-03-31 $28M 609k 46.72

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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