iShares iBoxx $ High Yid Corp Bond shares owned by Summit Financial
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares iBoxx $ High Yid Corp Bond
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All positions including iShares iBoxx $ High Yid Corp Bond held by Summit Financial 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 Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 20k | 77.73 |
| 2023-12-31 | $1.5M | 19k | 77.39 |
| 2023-09-30 | $1.4M | 20k | 73.72 |
| 2023-06-30 | $1.5M | 20k | 75.07 |
| 2023-03-31 | $1.7M | 22k | 75.55 |
| 2022-12-31 | $1.5M | 20k | 73.62 |
| 2022-09-30 | $1.4M | 20k | 71.36 |
| 2022-06-30 | $1.4M | 19k | 73.64 |
| 2022-03-31 | $1.6M | 19k | 82.27 |
| 2021-12-31 | $1.7M | 20k | 86.99 |
| 2021-09-30 | $1.7M | 19k | 87.49 |
| 2021-06-30 | $1.4M | 16k | 88.04 |
| 2021-03-31 | $1.0M | 12k | 87.17 |
| 2020-12-31 | $267k | 3.1k | 87.31 |
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