Avantax Advisory Services’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 | $1.28M | Buy |
56,551
+3,625
| +7% | +$82K | 0.01% | 1010 |
|
|
2025
Q1 | $1.19M | Buy |
52,926
+23,501
| +80% | +$527K | 0.01% | 999 |
|
|
2024
Q4 | $652K | Buy |
+29,425
| New | +$652K | ﹤0.01% | 1284 |
|
|
2021
Q2 | – | Sell |
-10,674
| Closed | -$263K | – | 1137 |
|
|
2021
Q1 | $263K | Sell |
10,674
-20,802
| -66% | -$513K | 0.01% | 863 |
|
|
2020
Q4 | $813K | Buy |
31,476
+2,296
| +8% | +$59.3K | 0.02% | 416 |
|
|
2020
Q3 | $756K | Buy |
29,180
+1,241
| +4% | +$32.2K | 0.01% | 634 |
|
|
2020
Q2 | $719K | Buy |
27,939
+2,518
| +10% | +$64.8K | 0.02% | 402 |
|
|
2020
Q1 | $627K | Buy |
+25,421
| New | +$627K | 0.02% | 387 |
|