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Ishares Tr edeg hig yleld shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management 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 SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $23M 493k 46.77
2026-03-31 $9.4k 202 46.52

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding Ishares Tr edeg hig yleld

Renaissancere Holdings
Factory Mutual Insurance Company
LPL Financial
Sontag Advisory
Bank of America Corporation
Ameriprise Financial
Apollon Wealth Management
Envestnet Asset Management
Morgan Stanley
SHP Wealth Management
Savvy Advisors
Capital Investment Counsel
Liberty Square Wealth Partners
Cornerstone Planning Group
Manning & Napier Advisors

View all funds holding Ishares Tr edeg hig yleld