iShares iBoxx $ High Yid Corp Bond shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares iBoxx $ High Yid Corp Bond
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All positions including iShares iBoxx $ High Yid Corp Bond held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $463k | 5.8k | 80.30 |
| 2024-06-30 | $710k | 9.2k | 77.14 |
| 2024-03-31 | $715k | 9.2k | 77.73 |
| 2023-06-30 | $467k | 6.2k | 75.07 |
| 2023-03-31 | $585k | 7.7k | 75.55 |
| 2022-12-31 | $15M | 199k | 73.63 |
| 2022-09-30 | $1.1M | 15k | 71.36 |
| 2022-06-30 | $2.1M | 28k | 73.60 |
| 2019-12-31 | $603k | 6.9k | 87.90 |
| 2013-12-31 | $893k | 9.6k | 92.89 |
| 2013-09-30 | $1.7M | 18k | 91.58 |
| 2013-06-30 | $2.1M | 24k | 90.89 |
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