Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-72,659
| Closed | -$1.82M | – | 866 |
|
|
2021
Q4 | $1.82M | Sell |
72,659
-51,076
| -41% | -$1.28M | 0.03% | 608 |
|
|
2021
Q3 | $3.11M | Sell |
123,735
-10,098
| -8% | -$254K | 0.06% | 380 |
|
|
2021
Q2 | $3.38M | Sell |
133,833
-47,401
| -26% | -$1.2M | 0.07% | 341 |
|
|
2021
Q1 | $4.52M | Sell |
181,234
-222,054
| -55% | -$5.53M | 0.1% | 235 |
|
|
2020
Q4 | $10.4M | Sell |
403,288
-33,368
| -8% | -$863K | 0.25% | 92 |
|
|
2020
Q3 | $11.2M | Sell |
436,656
-4,831
| -1% | -$124K | 0.34% | 62 |
|
|
2020
Q2 | $11.3M | Buy |
441,487
+204,710
| +86% | +$5.24M | 0.39% | 54 |
|
|
2020
Q1 | $5.84M | Buy |
+236,777
| New | +$5.84M | 0.45% | 54 |
|