iShares iBoxx $ High Yid Corp Bond shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in iShares iBoxx $ High Yid Corp Bond
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Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 15k | 81.19 |
| 2025-06-30 | $5.3M | 66k | 80.65 |
| 2025-03-31 | $5.1M | 65k | 78.89 |
| 2024-12-31 | $5.0M | 63k | 78.65 |
| 2024-06-30 | $5.1M | 66k | 77.14 |
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Top funds holding iShares iBoxx $ High Yid Corp Bond
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