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 $220,397. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,752

Holding current value

$220,397

% 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

247

Shares Held

21.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.71M
Shares

$126 Million
0.04% of portfolio
State Of New Jersey Common Pension Fund D

1.21M
Shares

$56.3 Million
0.24% of portfolio
Wealthspire Advisors, LLC New York, NY

1.19M
Shares

$55.1 Million
0.56% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$52.4 Million
0.02% of portfolio
Column Capital Advisors, LLC

691K
Shares

$32.1 Million
1.58% of portfolio

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Account

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