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Ishares Tr iboxx hig yld ex shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Ishares Tr iboxx hig yld ex

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr iboxx hig yld ex held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr iboxx hig yld ex by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $41k 867 47.50
2025-03-31 $34k 730 46.31
2024-12-31 $34k 730 46.19
2024-09-30 $35k 730 47.35

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View all positions for Cape Investment Advisory

Top funds holding Ishares Tr iboxx hig yld ex

SigFig Wealth Management
Colorado Capital Management
UBS Group
Commonwealth Equity Services
Balanced Rock Investment Advisors
LPL Financial
Impact Investors
Assetmark
Advisor Group Holdings
Raymond James Financial
Harbour Investments
Cetera Investment Advisers
Seeds Investor
HighTower Advisors
Financial Network Wealth Management

View all funds holding Ishares Tr iboxx hig yld ex