Carson Wealth (CWM LLC)’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
520
| – | – | ﹤0.01% | 4189 |
|
|
2025
Q1 | $12K | Hold |
520
| – | – | ﹤0.01% | 3984 |
|
|
2024
Q4 | $12K | Sell |
520
-21
| -4% | -$485 | ﹤0.01% | 3738 |
|
|
2024
Q3 | $12K | Buy |
541
+21
| +4% | +$466 | ﹤0.01% | 3664 |
|
|
2024
Q2 | $12K | Sell |
520
-14
| -3% | -$323 | ﹤0.01% | 3419 |
|
|
2024
Q1 | $12K | Sell |
534
-287
| -35% | -$6.45K | ﹤0.01% | 3213 |
|
|
2023
Q4 | $18K | Sell |
821
-20
| -2% | -$438 | ﹤0.01% | 2821 |
|
|
2023
Q3 | $18K | Sell |
841
-560
| -40% | -$12K | ﹤0.01% | 2733 |
|
|
2023
Q2 | $31K | Sell |
1,401
-7,903
| -85% | -$175K | ﹤0.01% | 2331 |
|
|
2023
Q1 | $205K | Buy |
+9,304
| New | +$205K | ﹤0.01% | 1187 |
|