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

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $265k 3.6k 73.71
2023-03-31 $643k 8.5k 75.38
2021-12-31 $766k 8.8k 87.07
2021-09-30 $1.9M 22k 87.50
2020-12-31 $291k 3.3k 87.36

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding iShares iBoxx $ High Yid Corp Bond

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Barclays
Wells Fargo & Company
Citigroup
Walleye Trading Advisors
Laurion Capital Management
Millennium Management
UBS Group
Royal Bank of Canada
Polar Securities
Healthcare Of Ontario Pension Plan Trust Fund
Brevan Howard Capital Management
NYL Investors

View all funds holding iShares iBoxx $ High Yid Corp Bond