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Ishares Tr broad usd high shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 9.2k 37.40

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive 500 Etf (STRV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
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Microsoft Corporation (MSFT)
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View all positions for Holistic Planning

Top funds holding Ishares Tr broad usd high

Prudential
Jones Financial Companies, L.L
Wells Fargo & Company
BlackRock
Northern Trust
Goldman Sachs Group
British Columbia Investment Management Corporation
Raymond James Financial
Counterpoint Mutual Funds
Japan Science & Technology Agency
Ilmarinen Mutual Pension Insurance
Caisse de depot et placement du Quebec
Tiaa Trust, National Association
Wright Fund Managment
Jpmorgan Chase & Co

View all funds holding Ishares Tr broad usd high