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Ishares Tr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 41k 30.37
2025-06-30 $847k 28k 30.61
2025-03-31 $642k 20k 31.45
2024-12-31 $389k 12k 31.77

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Morgan Stanley
Pnc Financial Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Diversify Advisory Services
Kelly Financial Services
Mml Investors Services
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr