Ishares Tr edeg hig yleld shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr edeg hig yleld (HYDB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr edeg hig yleld
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All positions including Ishares Tr edeg hig yleld held by Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 29k | 47.01 |
| 2024-09-30 | $1.3M | 27k | 48.06 |
| 2024-06-30 | $489k | 11k | 46.44 |
| 2024-03-31 | $332k | 7.1k | 46.72 |