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 csv Download as ExcelQuarterly 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 |
Top funds holding iShares iBoxx $ High Yid Corp Bond
View all funds holding iShares iBoxx $ High Yid Corp Bond