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Ishares Tr broad usd high shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $839k 23k 37.03

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Lam Research Corp Com New (LRCX)
Caterpillar (CAT)
Alphabet Cap Stk Cl A (GOOGL)
Kla Corp Com New (KLAC)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Applied Materials (AMAT)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Ishares Tr broad usd high

Jones Financial Companies, L.L
Wells Fargo & Company
Prudential
BlackRock
Northern Trust
UBS Group
Goldman Sachs Group
Bank of America Corporation
Raymond James Financial
Japan Science & Technology Agency
Ilmarinen Mutual Pension Insurance
British Columbia Investment Management Corporation
Morgan Stanley
TIAA Wealth Investment Management
Caisse de depot et placement du Quebec

View all funds holding Ishares Tr broad usd high