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Ishares Tr broad usd high shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 48k 37.65
2024-06-30 $1.5M 42k 36.28
2024-03-31 $1.4M 39k 36.59
2023-12-31 $1.4M 40k 36.35
2023-09-30 $1.6M 45k 34.71
2023-06-30 $1.3M 37k 35.30
2023-03-31 $1.2M 34k 35.55
2022-12-31 $1.4M 39k 34.53
2022-09-30 $1.3M 38k 33.63
2022-06-30 $1.3M 37k 34.61
2022-03-31 $1.4M 36k 38.86
2021-12-31 $1.4M 33k 41.18