Peninsula Wealth, LLC Ishares Tr Edge High Yield Def Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Peninsula Wealth, LLC holds 4,752 shares of HYDB stock, worth $226,147. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,752

Holding current value

$226,147

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$46.68 - $47.95 $221,823 - $227,858	4,752 New	4,752 $223,000

Others Institutions Holding HYDB

# of Institutions

238

Shares Held

20.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.68M
Shares

$128 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$67.3 Million
0.03% of portfolio
State Of New Jersey Common Pension Fund D

1.21M
Shares

$57.7 Million
0.24% of portfolio
Wealthspire Advisors, LLC New York, NY

1.19M
Shares

$56.5 Million
0.56% of portfolio
Column Capital Advisors, LLC

691K
Shares

$32.9 Million
1.58% of portfolio

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

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Peninsula Wealth, LLC Ishares Tr Edge High Yield Def Transaction History