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Ishares Tr broad usd high shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr broad usd high

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr broad usd high held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr broad usd high by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 63k 36.51
2023-09-30 $2.6M 74k 34.71
2023-06-30 $2.6M 75k 35.30
2023-03-31 $2.0M 56k 35.55
2022-12-31 $1.7M 49k 34.53
2022-09-30 $1.2M 36k 33.62
2022-06-30 $1.1M 33k 34.61
2022-03-31 $984k 25k 38.87
2021-12-31 $1.8M 45k 41.19
2021-09-30 $1.9M 46k 41.50
2021-06-30 $3.0M 73k 41.72
2021-03-31 $2.5M 60k 41.19
2020-12-31 $1.9M 46k 41.26
2020-09-30 $1.8M 46k 39.47
2020-06-30 $390k 10k 38.24