Altman Advisors’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 | $536K | Buy |
258,762
+2,171
| +0.8% | +$4.5K | 0.22% | 88 |
|
2025
Q1 | $527K | Buy |
256,591
+4,043
| +2% | +$8.3K | 0.24% | 87 |
|
2024
Q4 | $495K | Buy |
252,548
+237,393
| +1,566% | +$465K | 0.21% | 92 |
|
2024
Q3 | $347K | Buy |
15,155
+530
| +4% | +$12.1K | 0.15% | 90 |
|
2024
Q2 | $324K | Buy |
14,625
+2,287
| +19% | +$50.7K | 0.18% | 69 |
|
2024
Q1 | $275K | Sell |
12,338
-1,992
| -14% | -$44.3K | 0.13% | 94 |
|
2023
Q4 | $321K | Buy |
+14,330
| New | +$321K | 0.17% | 95 |
|