Summit Wealth Group, LLC
Position in HYXF — iShares ESG Advanced High Yield Corporate Bond ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
All Filings in HYXF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HYXF | $785,729 | 16,966 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 HYXF | $747,463 | 15,817 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 HYXF | $719,255 | 15,147 | Shares | Sole | 2025-10-23 | |
| 2023-03-31 HYXF | $3 | 153,742 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||