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Ishares Tr edeg hig yleld shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $407k 8.7k 46.72

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Ishares Tr Core S&p500 Etf (IVV)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Large Cap Etf (VV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Watershed Private Wealth

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