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iShares iBoxx $ High Yid Corp Bond shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in iShares iBoxx $ High Yid Corp Bond

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All positions including iShares iBoxx $ High Yid Corp Bond held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.1M 66k 77.14

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding iShares iBoxx $ High Yid Corp Bond

Bank of America Corporation
Barclays
Citadel Advisors
Citigroup
BlackRock
Goldman Sachs Group
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Morgan Stanley
Japan Science & Technology Agency
Centiva Capital
Brevan Howard Capital Management
Sona Asset Management

View all funds holding iShares iBoxx $ High Yid Corp Bond