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iShares iBoxx $ High Yid Corp Bond shares owned by BKM Wealth Management

Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM 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 BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 30k 81.19
2025-06-30 $2.3M 29k 80.65
2025-03-31 $2.3M 29k 78.89
2024-12-31 $2.3M 29k 78.65
2024-09-30 $420k 5.2k 80.31
2024-06-30 $396k 5.1k 77.14
2024-03-31 $382k 4.9k 77.73
2023-12-31 $314k 4.1k 77.40

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Mid Cap Etf (VO)
Broadcom (AVGO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Uscf Etf Tr Summerhaven K1 (SDCI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for BKM Wealth Management

Top funds holding iShares iBoxx $ High Yid Corp Bond

Goldman Sachs Group
Barclays
UBS Group
Citadel Advisors
Farallon Capital Management
Jane Street
BlackRock
Wells Fargo & Company
Susquehanna International
Millennium Management
Morgan Stanley
Schonfeld Strategic Advisors
Clark Capital Management Group
Nuveen
British Columbia Investment Management Corporation

View all funds holding iShares iBoxx $ High Yid Corp Bond