Rooted Wealth Advisors »

iShares iBoxx $ High Yid Corp Bond shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth 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 Rooted Wealth 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 5.3k 79.18
2024-06-30 $416k 5.3k 78.06
2024-03-31 $420k 5.5k 76.98
2023-12-31 $400k 5.2k 77.15
2023-09-30 $357k 4.8k 74.75
2023-06-30 $316k 4.3k 74.30
2023-03-31 $310k 4.1k 75.21
2022-12-31 $273k 3.7k 73.62