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Ishares Tr edeg hig yleld shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions 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 Retirement Wealth Solutions 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 Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2k 171 47.85
2025-06-30 $8.1k 171 47.48
2025-03-31 $35k 737 47.09
2024-12-31 $29k 617 46.89

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

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