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 |
|---|---|---|---|
| 2024-09-30 | $1.3M | 17k | 80.30 |
| 2024-06-30 | $1.4M | 18k | 77.14 |
| 2024-03-31 | $1.3M | 16k | 77.73 |
| 2023-12-31 | $989k | 13k | 77.39 |
| 2023-09-30 | $909k | 12k | 73.72 |
| 2023-06-30 | $1.4M | 19k | 75.07 |
| 2023-03-31 | $1.9M | 25k | 75.55 |
| 2022-12-31 | $2.0M | 28k | 73.63 |
| 2022-09-30 | $3.1M | 43k | 71.39 |
| 2022-06-30 | $3.3M | 45k | 73.61 |
| 2022-03-31 | $3.5M | 42k | 82.29 |
| 2021-12-31 | $3.4M | 39k | 87.01 |
| 2021-09-30 | $1.8M | 21k | 87.49 |
| 2021-06-30 | $821k | 9.3k | 88.04 |
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