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iShares iBoxx $ High Yid Corp Bond shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 23k 77.39
2023-09-30 $1.5M 20k 73.72
2023-06-30 $1.4M 19k 75.07
2023-03-31 $1.3M 17k 75.55
2022-12-31 $968k 13k 73.63
2022-09-30 $345k 4.8k 71.49
2022-06-30 $366k 5.0k 73.63
2022-03-31 $392k 4.8k 80.91
2021-12-31 $304k 3.5k 87.48

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Microsoft Corporation (MSFT)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

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