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