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Ishares Tr edeg hig yleld shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ishares Tr edeg hig yleld

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edeg hig yleld held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edeg hig yleld by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 8.5k 46.72

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr edeg hig yleld

Captrust Financial Advisors
Envestnet Asset Management
State of New Jersey Common Pension Fund D
LPL Financial
Ameriprise Financial
Assetmark
TrueNorth
Cornerstone Planning Group
CWM
Bank of America Corporation
Raymond James Financial Services Advisors
Outlook Wealth Advisors
Cetera Investment Advisers
Arden Trust
Morgan Stanley

View all funds holding Ishares Tr edeg hig yleld