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Ishares U S Etf Tr it rt hdg hgyl shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Ishares U S Etf Tr it rt hdg hgyl (HYGH) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Ishares U S Etf Tr it rt hdg hgyl

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr it rt hdg hgyl held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr it rt hdg hgyl by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 25k 86.84
2025-06-30 $2.0M 23k 86.53
2025-03-31 $1.8M 21k 85.20
2024-12-31 $1.8M 21k 86.35

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View all positions for Ibex Wealth Advisors

Top funds holding Ishares U S Etf Tr it rt hdg hgyl

LPL Financial
MinichMacGregor Wealth Management
Matauro
UBS Group
Rooted Wealth Advisors
Kovack Advisors
Atria Wealth Solutions
Sound Income Strategies
Capital Asset Advisory Services
Axxcess Wealth Management
Foundations Investment Advisors
Envestnet Asset Management
Inspire Advisors
AdvisorNet Financial
Raymond James Financial

View all funds holding Ishares U S Etf Tr it rt hdg hgyl