Birchcreek Wealth Management’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
2024 Q3	–	Sell	-54,687	Closed	-$1.21M	–	119
2024 Q2	$1.21M	Buy	54,687 +14,711	+37%	+$326K	0.68%	32
2024 Q1	$894K	Buy	39,976 +9,166	+30%	+$205K	0.47%	50
2023 Q4	$691K	Sell	30,810 -1,296	-4%	-$29.1K	0.41%	59
2023 Q3	$686K	Buy	+32,106	New	+$686K	0.47%	54