Heritage Wealth Management »

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding iShares iBoxx $ High Yid Corp Bond

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Barclays
Wells Fargo & Company
Susquehanna International
Citigroup
Walleye Trading Advisors
Laurion Capital Management
Millennium Management
UBS Group
Royal Bank of Canada
Polar Securities
Healthcare Of Ontario Pension Plan Trust Fund
Brevan Howard Capital Management

View all funds holding iShares iBoxx $ High Yid Corp Bond