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Ishares Tr edeg hig yleld shares owned by Spire Wealth Management

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

Historical chart of Spire 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 Spire 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 530 48.06
2024-06-30 $1.4k 30 46.43
2024-03-31 $15k 317 46.78
2023-12-31 $23k 504 46.25
2023-06-30 $27k 600 44.70

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View all positions for Spire Wealth Management

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