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Ishares Tr iboxx hig yld ex shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group 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 Summit Wealth Group 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $748k 16k 47.26
2025-09-30 $719k 15k 47.49
2023-03-31 $3.0k 154k 0.02

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Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Ishares Tr Broad Usd High (USHY)
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2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Ishares Tr iboxx hig yld ex

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View all funds holding Ishares Tr iboxx hig yld ex