iShares iBoxx $ High Yid Corp Bond shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 9.3k | 81.19 |
| 2025-06-30 | $949k | 12k | 80.65 |
| 2025-03-31 | $1.1M | 14k | 78.89 |
| 2024-12-31 | $1.2M | 15k | 78.65 |
| 2024-09-30 | $1.3M | 16k | 80.30 |
| 2024-06-30 | $1.5M | 20k | 77.14 |
| 2024-03-31 | $1.4M | 18k | 77.73 |
| 2023-12-31 | $1.3M | 17k | 77.39 |
| 2023-09-30 | $1.3M | 17k | 73.72 |
| 2023-06-30 | $1.3M | 17k | 75.07 |
| 2023-03-31 | $1.2M | 17k | 75.55 |
| 2022-12-31 | $1.2M | 16k | 73.63 |
| 2022-09-30 | $1.3M | 19k | 71.39 |
| 2022-06-30 | $1.5M | 20k | 73.61 |
| 2022-03-31 | $1.7M | 20k | 82.29 |
| 2021-12-31 | $1.7M | 20k | 87.01 |
| 2021-09-30 | $1.7M | 20k | 87.49 |
| 2021-06-30 | $1.7M | 19k | 88.04 |
| 2021-03-31 | $1.7M | 19k | 87.18 |
| 2020-12-31 | $1.6M | 19k | 87.30 |
| 2020-09-30 | $1.4M | 17k | 83.90 |
| 2020-06-30 | $1.4M | 17k | 81.62 |
| 2020-03-31 | $1.3M | 17k | 77.07 |
| 2019-12-31 | $1.4M | 16k | 87.94 |
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