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Ishares Tr shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in Ishares Tr

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All positions including Ishares Tr held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 13k 30.37
2025-06-30 $379k 12k 30.61
2025-03-31 $414k 13k 31.45