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Ishares Tr 0-5yr hi yl cp shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave 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 New Wave 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 84k 42.20

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
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NVIDIA Corporation (NVDA)
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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave 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
BlackRock
State of New Jersey Common Pension Fund D
Commonwealth Equity Services
BlackRock
Envestnet Asset Management
Wealthfront Advisers
Bank of America Corporation
Townsquare Capital
Bank of New York Mellon

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