Wellington-altus Usa »

Ishares Tr broad usd high shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $560k 15k 36.84
2026-03-31 $638k 17k 37.02
2025-12-31 $345k 9.2k 37.40

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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