Dynamic Advisor Solutions’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 | $670K | Sell |
29,642
-5,276
| -15% | -$119K | 0.02% | 539 |
|
|
2025
Q1 | $783K | Buy |
34,918
+1,381
| +4% | +$31K | 0.03% | 478 |
|
|
2024
Q4 | $743K | Buy |
33,537
+2,543
| +8% | +$56.4K | 0.03% | 368 |
|
|
2024
Q3 | $710K | Buy |
30,994
+4,549
| +17% | +$104K | 0.02% | 538 |
|
|
2024
Q2 | $587K | Buy |
26,445
+3,128
| +13% | +$69.4K | 0.02% | 588 |
|
|
2024
Q1 | $521K | Buy |
23,317
+4,278
| +22% | +$95.7K | 0.02% | 591 |
|
|
2023
Q4 | $422K | Buy |
19,039
+3,336
| +21% | +$74K | 0.02% | 617 |
|
|
2023
Q3 | $336K | Buy |
15,703
+3,039
| +24% | +$65K | 0.02% | 623 |
|
|
2023
Q2 | $278K | Buy |
12,664
+308
| +2% | +$6.76K | 0.01% | 651 |
|
|
2023
Q1 | $272K | Buy |
+12,356
| New | +$272K | 0.02% | 614 |
|
|
2021
Q4 | – | Sell |
-14,083
| Closed | -$354K | – | 726 |
|
|
2021
Q3 | $354K | Sell |
14,083
-2,387
| -14% | -$60K | 0.03% | 531 |
|
|
2021
Q2 | $416K | Sell |
16,470
-3,650
| -18% | -$92.2K | 0.03% | 470 |
|
|
2021
Q1 | $501K | Sell |
20,120
-5,534
| -22% | -$138K | 0.05% | 384 |
|
|
2020
Q4 | $663K | Sell |
25,654
-5,195
| -17% | -$134K | 0.06% | 306 |
|
|
2020
Q3 | $794K | Sell |
30,849
-14,027
| -31% | -$361K | 0.09% | 243 |
|
|
2020
Q2 | $1.15M | Sell |
44,876
-2,687
| -6% | -$68.9K | 0.16% | 164 |
|
|
2020
Q1 | $1.17M | Sell |
47,563
-8,209
| -15% | -$202K | 0.21% | 132 |
|
|
2019
Q4 | $1.43M | Buy |
55,772
+20,364
| +58% | +$523K | 0.2% | 136 |
|
|
2019
Q3 | $906K | Buy |
35,408
+4,542
| +15% | +$116K | 0.14% | 181 |
|
|
2019
Q2 | $781K | Buy |
+30,866
| New | +$781K | 0.13% | 192 |
|