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Ishares Tr iboxx hig yld ex shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr iboxx hig yld ex

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr iboxx hig yld ex held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr iboxx hig yld ex by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $33k 699 47.49
2025-06-30 $33k 699 47.50
2025-03-31 $32k 698 46.31
2024-12-31 $34k 732 46.20

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Ishares Tr iboxx hig yld ex

SigFig Wealth Management
Colorado Capital Management
UBS Group
Commonwealth Equity Services
Balanced Rock Investment Advisors
LPL Financial
Impact Investors
Assetmark
Advisor Group Holdings
Raymond James Financial
Harbour Investments
Cetera Investment Advisers
Seeds Investor
HighTower Advisors
Financial Network Wealth Management

View all funds holding Ishares Tr iboxx hig yld ex