Ishares Tr iboxx hig yld ex shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr iboxx hig yld ex
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Quarterly reported holdings in Ishares Tr iboxx hig yld ex by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $653k | 14k | 47.50 |
| 2025-03-31 | $545k | 12k | 46.31 |
| 2024-12-31 | $485k | 11k | 46.19 |
| 2024-09-30 | $595k | 13k | 47.34 |
| 2024-03-31 | $552k | 12k | 45.69 |
| 2023-12-31 | $552k | 12k | 45.47 |
| 2023-09-30 | $463k | 11k | 43.19 |
| 2023-06-30 | $360k | 8.2k | 44.08 |
| 2023-03-31 | $351k | 7.9k | 44.37 |
| 2022-12-31 | $297k | 6.9k | 43.22 |
| 2022-09-30 | $233k | 5.5k | 42.22 |
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