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iShares iBoxx $ High Yid Corp Bond shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in iShares iBoxx $ High Yid Corp Bond

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All positions including iShares iBoxx $ High Yid Corp Bond held by Talisman Wealth Advisors 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 51k 46.71
2025-06-30 $2.2M 47k 46.23
2025-03-31 $2.0M 44k 46.08
2024-12-31 $1.6M 35k 45.20
2024-09-30 $650k 14k 47.24

More positions owned by Talisman Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)

View all positions for Talisman Wealth Advisors

Top funds holding iShares iBoxx $ High Yid Corp Bond

Goldman Sachs Group
Barclays
UBS Group
Citadel Advisors
Farallon Capital Management
Jane Street
BlackRock
Wells Fargo & Company
Susquehanna International
Millennium Management
Morgan Stanley
Schonfeld Strategic Advisors
Clark Capital Management Group
Nuveen
British Columbia Investment Management Corporation

View all funds holding iShares iBoxx $ High Yid Corp Bond