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Ishares Tr broad usd high shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners 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 Procyon Private 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 44k 37.40
2025-09-30 $772k 20k 37.78

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Ishares Tr broad usd high

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

View all funds holding Ishares Tr broad usd high