U.S. Capital Wealth Advisors »

Ishares Tr edeg hig yleld shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr edeg hig yleld by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 8.3k 47.85
2025-06-30 $441k 9.3k 47.48
2025-03-31 $1.2M 26k 47.09
2024-12-31 $1.1M 23k 47.01

More positions owned by U.S. Capital Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Highpeak Energy (HPK)
Etf Ser Solutions Clershs Piton In (PIFI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Enterprise Products Partners (EPD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Bank of America Corporation (BAC)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl C (GOOG)

View all positions for U.S. Capital Wealth Advisors

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