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Ishares Tr edeg hig yleld shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 42k 46.72

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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