iShares iBoxx $ High Yid Corp Bond shares owned by Summit Wealth Group
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in iShares iBoxx $ High Yid Corp Bond
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Quarterly reported holdings in iShares iBoxx $ High Yid Corp Bond by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 2.6k | 81.19 |
| 2025-06-30 | $206k | 2.6k | 80.66 |
| 2025-03-31 | $201k | 2.6k | 78.70 |
| 2024-12-31 | $201k | 2.6k | 78.70 |
| 2024-09-30 | $326k | 4.1k | 80.24 |
| 2024-06-30 | $311k | 4.0k | 77.08 |
| 2023-06-30 | $303k | 4.0k | 75.09 |
| 2023-03-31 | $4.0k | 302k | 0.01 |
| 2021-09-30 | $584k | 6.7k | 87.45 |
| 2020-12-31 | $465k | 5.3k | 87.36 |
| 2020-09-30 | $447k | 5.3k | 83.98 |
| 2020-06-30 | $411k | 5.0k | 81.64 |
| 2020-03-31 | $441k | 5.7k | 77.11 |
| 2019-12-31 | $456k | 5.2k | 88.03 |
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