Allworth Financial’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 | $1.36M | Sell |
60,174
-8
| -0% | -$181 | 0.01% | 560 |
|
|
2025
Q1 | $1.34M | Sell |
60,182
-22,300
| -27% | -$496K | 0.01% | 471 |
|
|
2024
Q4 | $1.84M | Sell |
82,482
-3,670
| -4% | -$81.7K | 0.01% | 418 |
|
|
2024
Q3 | $1.97M | Sell |
86,152
-204
| -0.2% | -$4.68K | 0.01% | 342 |
|
|
2024
Q2 | $1.92M | Buy |
86,356
+5,029
| +6% | +$112K | 0.01% | 336 |
|
|
2024
Q1 | $1.82M | Buy |
81,327
+18,037
| +28% | +$403K | 0.01% | 327 |
|
|
2023
Q4 | $1.42M | Buy |
63,290
+11,979
| +23% | +$269K | 0.01% | 358 |
|
|
2023
Q3 | $1.1M | Buy |
51,311
+34,615
| +207% | +$740K | 0.01% | 363 |
|
|
2023
Q2 | $366K | Hold |
16,696
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $368K | Buy |
16,696
+16,168
| +3,062% | +$356K | ﹤0.01% | 533 |
|
|
2022
Q4 | $11.4K | Sell |
528
-3,858
| -88% | -$83.6K | ﹤0.01% | 1648 |
|
|
2022
Q3 | $93K | Buy |
4,386
+2,065
| +89% | +$43.8K | ﹤0.01% | 783 |
|
|
2022
Q2 | $51K | Buy |
+2,321
| New | +$51K | ﹤0.01% | 894 |
|