GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63
| Closed | -$1K | – | 443 |
|
|
2023
Q1 | $1K | Sell |
63
-18,391
| -100% | -$292K | ﹤0.01% | 375 |
|
|
2022
Q4 | $400K | Sell |
18,454
-17,835
| -49% | -$387K | 0.04% | 165 |
|
|
2022
Q3 | $772K | Sell |
36,289
-576
| -2% | -$12.3K | 0.08% | 136 |
|
|
2022
Q2 | $812K | Buy |
36,865
+461
| +1% | +$10.2K | 0.11% | 117 |
|
|
2022
Q1 | $856K | Buy |
36,404
+567
| +2% | +$13.3K | 0.08% | 159 |
|
|
2021
Q4 | $897K | Buy |
35,837
+2,892
| +9% | +$72.4K | 0.07% | 158 |
|
|
2021
Q3 | $828K | Buy |
+32,945
| New | +$828K | 0.07% | 171 |
|