Heritage Family Offices, LLP
Family OfficePosition in HYBB — iShares BB Rated Corporate Bond ETF
CIK 2019316
SCOTTSDALE, AZ
All Filings in HYBB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 HYBB | $821,428 | 17,429 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 HYBB | $823,099 | 17,398 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 HYBB | $716,938 | 15,254 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 HYBB | $703,870 | 15,232 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 HYBB | $493,615 | 10,731 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 HYBB | $455,980 | 9,630 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 HYBB | $461,534 | 10,029 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||