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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares iBoxx $ High Yid Corp Bond held by Heritage Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 80.30
2024-06-30 $1.1M 14k 77.14
2024-03-31 $1.0M 13k 77.73
2023-12-31 $965k 13k 77.39

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding iShares iBoxx $ High Yid Corp Bond

Barclays
Bank of America Corporation
Citigroup
Citadel Advisors
Jane Street
Susquehanna International
BlackRock
Goldman Sachs Group
BlackRock
Wells Fargo & Company
Morgan Stanley
Japan Science & Technology Agency
Bnp Paribas Arbitrage, Snc
Capstone Investment Advisors
Laurion Capital Management

View all funds holding iShares iBoxx $ High Yid Corp Bond