Ishares Tr broad usd high shares owned by Beacon Financial
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Ishares Tr broad usd high
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Quarterly reported holdings in Ishares Tr broad usd high by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 12k | 37.78 |
| 2025-06-30 | $397k | 11k | 37.51 |
| 2025-03-31 | $396k | 11k | 36.81 |
| 2024-12-31 | $400k | 11k | 36.79 |
| 2024-09-30 | $405k | 11k | 37.65 |
| 2024-06-30 | $392k | 11k | 36.28 |
| 2024-03-31 | $396k | 11k | 36.59 |
| 2023-12-31 | $398k | 11k | 36.35 |
| 2023-09-30 | $383k | 11k | 35.44 |
| 2023-06-30 | $389k | 11k | 35.09 |
| 2023-03-31 | $395k | 11k | 35.15 |
| 2022-12-31 | $388k | 11k | 34.53 |
| 2022-09-30 | $480k | 14k | 33.90 |
| 2022-06-30 | $506k | 14k | 35.42 |
| 2022-03-31 | $977k | 21k | 47.55 |
| 2021-12-31 | $1.3M | 33k | 41.17 |
| 2021-09-30 | $1.2M | 30k | 41.52 |
| 2021-06-30 | $984k | 24k | 41.47 |
| 2021-03-31 | $750k | 18k | 41.26 |
| 2020-12-31 | $750k | 18k | 41.26 |