Beam Wealth Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$212K Buy
2021
Q1
Sell
2020
Q4
$435K Sell
2020
Q3
$528K Sell
2020
Q2
$535K Sell
2020
Q1
$605K Sell
2019
Q4
$1M Buy