iShares iBoxx $ High Yid Corp Bond shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares iBoxx $ High Yid Corp Bond
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Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 81.19 |
| 2025-06-30 | $1.9M | 23k | 80.65 |
| 2025-03-31 | $1.8M | 22k | 78.89 |
| 2024-12-31 | $1.7M | 22k | 78.65 |
| 2024-09-30 | $1.2M | 15k | 80.30 |
| 2024-06-30 | $1.1M | 14k | 77.14 |
| 2024-03-31 | $1.0M | 13k | 77.73 |
| 2023-12-31 | $965k | 13k | 77.39 |
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