Atria Wealth Solutions’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 | $222K | Buy |
+9,825
| New | +$222K | 0.01% | 1327 |
|
|
2025
Q1 | – | Sell |
-12,170
| Closed | -$270K | – | 1878 |
|
|
2024
Q4 | $270K | Sell |
12,170
-9,608
| -44% | -$213K | ﹤0.01% | 1599 |
|
|
2024
Q3 | $499K | Sell |
21,778
-341
| -2% | -$7.82K | 0.01% | 1241 |
|
|
2024
Q2 | $491K | Sell |
22,119
-588
| -3% | -$13K | 0.01% | 1238 |
|
|
2024
Q1 | $508K | Buy |
+22,707
| New | +$508K | 0.01% | 1249 |
|