Glass Jacobson Investment Advisors’s iShares Inflation Hedged High Yield Bond ETF HYGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,735
| Closed | -$46.2K | – | 678 |
|
2025
Q1 | $46.2K | Hold |
1,735
| – | – | 0.02% | 378 |
|
2024
Q4 | $46.2K | Buy |
1,735
+1,536
| +772% | +$40.9K | 0.02% | 378 |
|
2024
Q3 | $5.36K | Buy |
199
+3
| +2% | +$81 | ﹤0.01% | 624 |
|
2024
Q2 | $5.13K | Buy |
196
+3
| +2% | +$78 | ﹤0.01% | 618 |
|
2024
Q1 | $5.07K | Buy |
+193
| New | +$5.07K | ﹤0.01% | 621 |
|