Cambridge Investment Research Advisors’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 | $508K | Sell |
22,487
-33,933
| -60% | -$767K | ﹤0.01% | 2532 |
|
2025
Q1 | $1.27M | Buy |
56,420
+5,159
| +10% | +$116K | ﹤0.01% | 1673 |
|
2024
Q4 | $1.14M | Buy |
51,261
+11,879
| +30% | +$263K | ﹤0.01% | 1762 |
|
2024
Q3 | $903K | Buy |
39,382
+18,804
| +91% | +$431K | ﹤0.01% | 1928 |
|
2024
Q2 | $456K | Buy |
+20,578
| New | +$456K | ﹤0.01% | 2374 |
|
2023
Q2 | – | Sell |
-10,913
| Closed | -$241K | – | 3185 |
|
2023
Q1 | $241K | Sell |
10,913
-7
| -0.1% | -$155 | ﹤0.01% | 2663 |
|
2022
Q4 | $237K | Buy |
10,920
+557
| +5% | +$12.1K | ﹤0.01% | 2624 |
|
2022
Q3 | $221K | Sell |
10,363
-475
| -4% | -$10.1K | ﹤0.01% | 2617 |
|
2022
Q2 | $239K | Buy |
10,838
+513
| +5% | +$11.3K | ﹤0.01% | 2572 |
|
2022
Q1 | $243K | Buy |
10,325
+61
| +0.6% | +$1.44K | ﹤0.01% | 2721 |
|
2021
Q4 | $256K | Buy |
10,264
+14
| +0.1% | +$349 | ﹤0.01% | 2681 |
|
2021
Q3 | $257K | Buy |
10,250
+633
| +7% | +$15.9K | ﹤0.01% | 2588 |
|
2021
Q2 | $243K | Buy |
9,617
+6
| +0.1% | +$152 | ﹤0.01% | 2648 |
|
2021
Q1 | $240K | Sell |
9,611
-475
| -5% | -$11.9K | ﹤0.01% | 2462 |
|
2020
Q4 | $261K | Buy |
10,086
+1,952
| +24% | +$50.5K | ﹤0.01% | 2259 |
|
2020
Q3 | $209K | Sell |
8,134
-655
| -7% | -$16.8K | ﹤0.01% | 2203 |
|
2020
Q2 | $225K | Sell |
8,789
-14,898
| -63% | -$381K | ﹤0.01% | 2100 |
|
2020
Q1 | $584K | Buy |
23,687
+13,920
| +143% | +$343K | 0.01% | 1276 |
|
2019
Q4 | $251K | Buy |
+9,767
| New | +$251K | ﹤0.01% | 2030 |
|