Arkadios Wealth 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
$1.08M Sell
47,879
-448
-0.9% -$10.1K 0.03% 533
2025
Q1
$1.08M Sell
48,327
-2,413
-5% -$54.1K 0.04% 435
2024
Q4
$1.12M Buy
50,740
+2,845
+6% +$63.1K 0.06% 302
2024
Q3
$1.1M Buy
47,895
+20,027
+72% +$459K 0.06% 298
2024
Q2
$618K Buy
27,868
+14,691
+111% +$326K 0.04% 409
2024
Q1
$295K Buy
+13,177
New +$295K 0.02% 546