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Ishares Tr edeg hig yleld shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 62k 47.01
2024-09-30 $2.8M 58k 48.06
2024-06-30 $3.6M 77k 46.44
2024-03-31 $3.0M 64k 46.72

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Triad Wealth Partners

Top funds holding Ishares Tr edeg hig yleld

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
Sontag Advisory
Ameriprise Financial
Captrust Financial Advisors
Assetmark
IHT Wealth Management
Bank of America Corporation
BlackRock
Kestra Investment Management
Morgan Stanley
Cetera Investment Advisers
Jpmorgan Chase & Co
Manning & Napier Advisors

View all funds holding Ishares Tr edeg hig yleld