Glass Jacobson Investment Advisors’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,019
| Closed | -$174K | – | 679 |
|
|
2025
Q1 | $174K | Hold |
2,019
| – | – | 0.06% | 245 |
|
|
2024
Q4 | $174K | Buy |
2,019
+1,456
| +259% | +$126K | 0.06% | 245 |
|
|
2024
Q3 | $48.5K | Buy |
563
+42
| +8% | +$3.62K | 0.02% | 360 |
|
|
2024
Q2 | $44.3K | Buy |
521
+471
| +942% | +$40.1K | 0.02% | 358 |
|
|
2024
Q1 | $4.32K | Buy |
+50
| New | +$4.32K | ﹤0.01% | 631 |
|