AE Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530 | Sell |
23
-1,690
| -99% | -$38.9K | ﹤0.01% | 2103 |
|
|
2025
Q1 | $38.4K | Sell |
1,713
-576
| -25% | -$12.9K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $50.7K | Buy |
+2,289
| New | +$50.7K | ﹤0.01% | 1556 |
|
|
2024
Q1 | – | Sell |
-38,597
| Closed | -$861K | – | 1267 |
|
|
2023
Q4 | $861K | Buy |
38,597
+542
| +1% | +$12.1K | ﹤0.01% | 1209 |
|
|
2023
Q3 | $813K | Buy |
38,055
+6,161
| +19% | +$132K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $700K | Buy |
31,894
+505
| +2% | +$11.1K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $692K | Buy |
31,389
+818
| +3% | +$18K | ﹤0.01% | 1200 |
|
|
2022
Q4 | $663K | Buy |
30,571
+377
| +1% | +$8.17K | ﹤0.01% | 1163 |
|
|
2022
Q3 | $643K | Sell |
30,194
-113
| -0.4% | -$2.41K | 0.01% | 1117 |
|
|
2022
Q2 | $669K | Sell |
30,307
-180
| -0.6% | -$3.97K | 0.01% | 1048 |
|
|
2022
Q1 | $717K | Buy |
+30,487
| New | +$717K | ﹤0.01% | 1058 |
|
|
2020
Q2 | – | Sell |
-15,524
| Closed | -$383K | – | 1255 |
|
|
2020
Q1 | $383K | Buy |
+15,524
| New | +$383K | 0.01% | 771 |
|