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Ishares Tr edeg hig yleld shares owned by Strategic Planning Group

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Strategic Planning Group from 13F filings

Historical chart of Strategic Planning Group investment in Ishares Tr edeg hig yleld

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All positions including Ishares Tr edeg hig yleld held by Strategic Planning Group 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 Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 539k 47.85
2025-06-30 $24M 496k 47.48
2025-03-31 $22M 457k 47.09

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Microsoft Corporation (MSFT)
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Ishares Tr High Yld Systm B (HYDB)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
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View all positions for Strategic Planning Group

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