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Ishares Tr broad usd high shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8M 77k 36.84

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Ishares Tr broad usd high

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

View all funds holding Ishares Tr broad usd high