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Ishares Tr 0-5yr hi yl cp shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Oak Wealth Advisors 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 60k 42.20

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

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

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

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