iShares iBoxx $ High Yid Corp Bond shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 7.8k | 81.19 |
| 2025-06-30 | $719k | 8.9k | 80.65 |
| 2024-12-31 | $241k | 3.1k | 78.65 |
| 2024-09-30 | $230k | 2.9k | 80.30 |
| 2023-03-31 | $429k | 5.7k | 75.55 |
| 2022-12-31 | $491k | 6.7k | 73.63 |
| 2022-09-30 | $496k | 6.9k | 71.38 |
| 2022-06-30 | $605k | 8.2k | 73.64 |
| 2022-03-31 | $1.3M | 16k | 82.27 |
| 2021-12-31 | $1.5M | 17k | 87.00 |
| 2021-09-30 | $1.5M | 17k | 87.52 |
| 2021-06-30 | $1.3M | 15k | 88.05 |
| 2021-03-31 | $1.3M | 15k | 87.20 |
| 2020-12-31 | $1.1M | 13k | 87.29 |
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