Davies Financial Advisors »

iShares iBoxx $ High Yid Corp Bond shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in iShares iBoxx $ High Yid Corp Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares iBoxx $ High Yid Corp Bond held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 27k 81.19
2025-06-30 $2.3M 29k 80.65
2025-03-31 $3.7M 47k 78.89
2024-12-31 $3.5M 45k 78.65
2024-09-30 $3.4M 42k 80.30
2024-06-30 $3.2M 42k 77.14
2024-03-31 $3.2M 42k 77.73

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

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