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Ishares Tr broad usd high shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 250k 36.59
2023-12-31 $9.1M 252k 36.35
2022-12-31 $24M 680k 34.53
2022-09-30 $10M 299k 33.62
2022-06-30 $10M 288k 34.62
2022-03-31 $11M 291k 38.86
2021-09-30 $9.2M 221k 41.50
2021-06-30 $7.7M 185k 41.72
2021-03-31 $5.1M 124k 41.19