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Ishares Tr edeg hig yleld shares owned by TL Private Wealth

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

Historical chart of TL Private Wealth 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 TL Private Wealth 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 TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 196k 47.39
2024-06-30 $8.7M 185k 47.02

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr High Yld Systm B (HYDB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Vlu (IUSV)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for TL Private Wealth

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