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Ishares Tr edeg hig yleld shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 57k 46.72
2023-12-31 $1.4M 31k 46.20

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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