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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$246K +$247K +2,977 New
Wells Fargo
27
Wells Fargo
California
$223K -$19K -229 -8%
CW
28
CreativeOne Wealth
Kansas
$219K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$191K -$18.1K -219 -9%
HWP
30
Highline Wealth Partners
California
$157K -$113K -1,361 -42%
Morgan Stanley
31
Morgan Stanley
New York
$59.6K +$52K +628 +683%
FFA
32
Founders Financial Alliance
North Carolina
$47.6K
GRP
33
Global Retirement Partners
California
$37K
PGAM
34
Princeton Global Asset Management
New Jersey
$24.6K
WP
35
WealthPLAN Partners
Nebraska
$21.7K +$21.7K +262 New
BAM
36
Belpointe Asset Management
Nevada
$16.6K
IA
37
IFP Advisors
Florida
$9.66K -$468K -5,650 -98%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$8.86K -$83 -1 -0.9%
SS
39
Sunbelt Securities
Texas
$8.2K +$8.28K +100 New
AssetMark Inc
40
AssetMark Inc
California
$1.16K
HNB
41
Huntington National Bank
Ohio
$83
CFGS
42
Concourse Financial Group Securities
Alabama
-$1.61M -19,437 Closed
LTI
43
Laffer Tengler Investments
Tennessee
-$720K -8,780 Closed
LSA
44
Lion Street Advisors
Texas
-$263K -3,000 Closed
SAF
45
Smith Anglin Financial
Texas
-$233K -2,841 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
-$17K -207 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
-$6K -75 Closed
NA
48
NewEdge Advisors
Louisiana
-$2.13K -26 Closed
AWM
49
Accurate Wealth Management
Florida
-$1.83K -22 Closed