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Ishares Tr edeg hig yleld shares owned by Watershed Private Wealth

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

Historical chart of Watershed 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 Watershed 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $472k 9.8k 48.06
2024-06-30 $427k 9.2k 46.44
2024-03-31 $407k 8.7k 46.72

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View all positions for Watershed 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