Ishares Tr broad usd high shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Ishares Tr broad usd high
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Quarterly reported holdings in Ishares Tr broad usd high by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 95k | 37.78 |
| 2025-06-30 | $3.5M | 93k | 37.51 |
| 2025-03-31 | $741k | 20k | 36.81 |
| 2024-12-31 | $2.9M | 78k | 36.79 |
| 2024-09-30 | $2.0M | 53k | 37.65 |
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