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Ishares Tr broad usd high shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.2M 191k 37.40
2025-09-30 $7.1M 187k 37.78
2025-06-30 $7.2M 191k 37.51

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding Ishares Tr broad usd high

Jones Financial Companies, L.L
Prudential
Wells Fargo & Company
Northern Trust
BlackRock
Raymond James Financial
Goldman Sachs Group
British Columbia Investment Management Corporation
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