Glass Jacobson Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,796
| Closed | -$367K | – | 677 |
|
|
2025
Q1 | $367K | Hold |
7,796
| – | – | 0.12% | 178 |
|
|
2024
Q4 | $367K | Buy |
7,796
+134
| +2% | +$6.3K | 0.12% | 178 |
|
|
2024
Q3 | $368K | Buy |
7,662
+316
| +4% | +$15.2K | 0.12% | 172 |
|
|
2024
Q2 | $341K | Buy |
7,346
+140
| +2% | +$6.5K | 0.12% | 173 |
|
|
2024
Q1 | $337K | Buy |
7,206
+866
| +14% | +$40.5K | 0.13% | 169 |
|
|
2023
Q4 | $293K | Buy |
6,340
+1,645
| +35% | +$76K | 0.12% | 172 |
|
|
2023
Q3 | $206K | Buy |
4,695
+2,879
| +159% | +$126K | 0.09% | 194 |
|
|
2023
Q2 | $81.2K | Buy |
+1,816
| New | +$81.2K | 0.04% | 282 |
|