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Ishares Tr shares owned by Compass Financial Management

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Ishares Tr

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All positions including Ishares Tr held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0k 205 29.10

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Vanguard S&p 500 Etf idx (VOO)
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Alphabet Inc Class C Com Cl C (GOOG)
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Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Ishares Tr

Hennion & Walsh Asset Management
Bank of America Corporation
Morgan Stanley
LPL Financial
RiverFront Investment Group
Cetera Investment Advisers
Jpmorgan Chase & Co
Goss Wealth Management
Garde Capital
Prosperity Consulting Group
Integrity Alliance
Envestnet Asset Management
Raymond James Financial
Fortis Group Advisors
Advisor Group Holdings

View all funds holding Ishares Tr