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Ishares Tr broad usd high shares owned by Defined Wealth Management

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

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

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All positions including Ishares Tr broad usd high held by Defined 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $943k 26k 36.59
2023-12-31 $938k 26k 36.35
2023-09-30 $1.6M 47k 34.71
2023-06-30 $966k 27k 35.30
2023-03-31 $777k 22k 35.55

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Global Tech Etf (IXN)

View all positions for Defined Wealth Management

Top funds holding Ishares Tr broad usd high

Fisher Investments
Wells Fargo & Company
Raymond James & Associates
Charles Schwab Investment Management
Kensington Asset Management
Wright Fund Managment
Bank of America Corporation
Counterpoint Mutual Funds
Tiaa Trust, National Association
Alaska Permanent Fund Corp
Toews Corp
UBS Group
Manning & Napier Group
Bnp Paribas Arbitrage, Snc
Assetmark

View all funds holding Ishares Tr broad usd high