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Ishares Tr 0-5yr hi yl cp shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Ishares Tr 0-5yr hi yl cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr hi yl cp held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 23k 43.42
2024-06-30 $981k 23k 42.20

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Bramshill Investments
Empower Advisory Group
Assetmark
Japan Science & Technology Agency
State of New Jersey Common Pension Fund D
Grimes & Company
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Bank of New York Mellon
Wealthfront Advisers
Wright Fund Managment
Nepc

View all funds holding Ishares Tr 0-5yr hi yl cp