Ishares Tr edeg hig yleld shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr edeg hig yleld
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All positions including Ishares Tr edeg hig yleld held by Sax Wealth Advisors 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.9M | 104k | 47.35 |
| 2025-09-30 | $11M | 225k | 47.84 |
| 2025-06-30 | $7.6M | 160k | 47.48 |
| 2024-12-31 | $6.3M | 133k | 47.01 |
| 2024-09-30 | $5.2M | 108k | 48.06 |
| 2024-06-30 | $3.6M | 78k | 46.44 |
| 2024-03-31 | $396k | 8.5k | 46.72 |