Occidental Asset Management, LLC
Position in HYGV — FlexShares High Yield Value - Scored Bond Index Fund
CIK 1770994
Burlingame, CA
All Filings in HYGV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HYGV | $240,360 | 6,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 HYGV | $244,410 | 6,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 HYGV | $247,200 | 6,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 HYGV | $246,180 | 6,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 HYGV | $242,280 | 6,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 HYGV | $244,080 | 6,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 HYGV | $249,990 | 6,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 HYGV | $242,400 | 6,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 HYGV | $246,660 | 6,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 HYGV | $245,220 | 6,000 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 HYGV | $278,320 | 7,000 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 HYGV | $283,080 | 7,000 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 HYGV | $285,110 | 7,000 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||